Strategic Guidance for Your Wealth Path
Angela Moore serves clients in Vernon and Kelowna, providing thoughtful guidance on wealth strategies and financial planning to help individuals and families work toward their financial goals. She is currently completing the requirements for her Certified Financial Planner (CFP®) designation, with an anticipated completion in 2027.
Millennial Milestones
Megan focuses on millennial planning while Angela, a millennial herself, supports both younger clients and their parents for multi-generational security.
Guiding Your Financial Legacy Across Generations
We specialize in guiding millennials through key milestones. Our care often leads parents to seek our advice, creating a cohesive process that helps everyone make informed decisions for the future they want.
Holistic Planning
Real planning looks at the full picture. We invest in relationships and listen deeply, ensuring you feel supported through every transition.
Trusted Partnership
Whether starting out or preparing for retirement, we guide with honesty and expertise, giving you a long-term partner you can truly trust.
Expert Wealth Stewardship
Strategic Client Care
Angela Moore brings nearly a decade of high-level management expertise at IG Wealth Management to her current role as a licensed Wealth Advisor. She delivers sophisticated guidance on retirement planning and wealth strategies with a meticulous focus on detail and a client-first philosophy. Recognized as the “Face of Finance” in Kelowna, Angela has secured multiple gold honors in community voting and Best of Kelowna for her dedication to financial advice. Beyond her local impact, she is a member of the Junior Chamber of Commerce and is currently advancing her mastery of complex wealth strategies through IG’s National Cohort. She is also currently pursuing her CERTIFIED FINANCIAL PLANNER (CFP®) designation, with an expected completion in 2027, reflecting her ongoing commitment to professional development and excellence for individuals seeking trusted financial guidance. Her approach is rooted in education, transparency, and a drive to empower her community.
Our Team
We offer a unified approach to your future. Our team provides the financial guidance and wealth planning support you need for retirement planning and long-term security.
Megan Edwards
Wealth Advisor
Megan works closely with our millennial clients, providing thoughtful, personalized advice designed to support their evolving financial needs and long‑term goals. She is dedicated to delivering a high standard of professionalism, clarity, and client-focused service that our clients have come to love.
Kimberly Rasmussen
Marketing Assistant
Kimberly brings a creative and refreshing perspective to the world of financial planning. She helps make financial topics feel approachable and engaging through thoughtful marketing, content, and client communications, while maintaining the professionalism and care our clients value.
Strategic Wealth Oversight
Planned Retirement
Comprehensive asset preservation and fiscal health strategies tailored to your life objectives.
We provide trusted financial advice for clients across Vernon and Kelowna, ensuring your future is managed with local expertise and care.
Business Success
Reliable Okanagan Advice
Focused retirement roadmaps created to provide absolute certainty for your years ahead.
Expert financial direction for entrepreneurs looking to manage complexity with local insight.
Forging authentic relationships through transparent advice and dedicated wealth stewardship.
Why Choose Us
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FINANCIAL ADVICE • TAILORED STRATEGIES • PERSONAL WEALTH • BUSINESS GROWTH