The Protection of Wealth

Wealth means different things to different people. Yet it is always tied to a sense of financial well-being. This means protecting your wealth and ensuring growth against an uncertain future. 


To help you achieve this sense of well-being, we arrange bespoke financial strategies for holding of personal wealth and plan innovative and flexible strategies for the control, investment and transfer of assets for affluent individuals, corporations and associations.

Events

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The Coronavirus Correction

Mar 10, 2020 12:00 PM - 01:00 PM Pacific Daylight Time

2200-609 Granville Street , Vancouver, BC

We have seen this before – maybe not the COVID-19 virus – but an event that puts global growth into question and creates an extreme selloff. The core question is how to position your investment portfolio today, in anticipation of a volatile tomorrow.

 

Karcz Wealth Management Group invites you to join us for an informative seminar on what the recent market sell-off means for the economy and what effects it may have on your portfolio. Martin will provide an update on where we are in market cycle and will identify & discuss the top ideas and strategies for protecting your wealth.

 

Location

Date: Tuesday, March 10th, 2020 

Time: 11:45 pm Registration | 12:00 pm - 1:00 pm Presentation

Location: 22nd Floor Boardroom | Suite 2200 - 609 Granville St., Vancouver | BC, V7Y 1H2

RSVP

KWM Quarterly Market Update - Top 10 Themes for the Next Decade

Jan 28, 2020 11:45 AM - 01:00 PM Pacific Standard Time

2100-609 Granville Street , Vancouver, BC

As we enter 2020, new patterns of consumer behavior, technology and shifting political narratives are shaping critical and unavoidable trends in the investing landscape. Understanding them is key to investment success in the coming decade.

 

Karcz Wealth Management invites you to join us for an informative market update session with Portfolio Manager Martin Karcz. 


Martin will provide an update on where we are in market cycle and will help you navigate the global market volatility and position your portfolio for capital preservation and growth in turbulent times.

 

Date: Tuesday, January 28th, 2020 

Time: 11:45 pm Registration | 12:00 pm - 1:00 pm Presentation

Location: 21st Floor Boardroom | Suite 2100 - 609 Granville St., Vancouver | BC, V7Y 1H2

RSVP

Save the Date - Chief Market Strategist Tony Dwyer

Oct 24, 2019 05:00 PM - 07:00 PM Pacific Daylight Time

Arbutus Room - Four Seasons Hotel 791 W. Georgia Street, Vancouver, BC

North American markets are at a critical juncture, our industry specialist Tony Dwyer, will shed light on the risks and opportunities you face as an investor.

 

Tony Dwyer currently serves as the Head of U.S. Macro Group as Chief Market Strategist. As a Strategist, Dwyer is best known for the practical application of macroeconomic and tactical market indicators designed to assist institutional clients in making intermediate-term market and sector investment decisions. He is frequently seen and quoted on the various Financial News outlets such as CNBC, Barrons, FOX Business, and Bloomberg.

Join us for this exciting event.

 

Date: Thursday, Oct. 24th, 2019 

Time: 5:00 pm Registration & Reception | 6:00 pm Presentation

Location: Arbutus Room | Four Seasons Hotel |  791 W. Georgia St., Vancouver | BC, V6C 2T4

 

Please RSVP at your earliest convenience as space is limited. 

RSVP

KWM Quarterly Market Update

Oct 08, 2019 12:00 PM - 01:00 PM Pacific Daylight Time

2100-609 Granville Street , Vancouver, BC

As we approach the end of calendar 2019, we are faced with a trade deal stalemate, continued geopolitical risks and an increasing amount of negative yielding debt. Nearly every institutional client, individual investor and market commentator is asking the same question – “How should we be positioned for the end of 2019 heading into 2020?”.

 

Karcz Wealth Management invites you to join us for an informative market update session with Portfolio Manager Martin Karcz. 


Martin will provide an update on where we are in market cycle and will help you navigate the global market volatility and position your portfolio for capital preservation and growth in turbulent times.

 

Date: Tuesday, October 8th, 2019 

Time: 11:45 pm Registration | 12:00 pm - 1:00 pm Presentation

Location: 21st Floor Boardroom | Suite 2100 - 609 Granville St., Vancouver | BC, V7Y 1H2

 

Please RSVP at your earliest convenience as space is limited. 

RSVP

KWM Quarterly Market Update

Jul 09, 2019 11:45 AM - 01:00 PM Pacific Daylight Time

22nd Floor Boardroom Suite 2200 - 609 Granville St, Vancouver, BC

Halfway into calendar 2019 and we are still facing no U.S. / China trade deal, continued geopolitical risks and a more accommodative US Fed. Nearly every institutional client, individual investor and market commentator is asking the same question – “Where are we headed as we look through 2019 to 2020?”.

 

Karcz Wealth Management invites you to join us for an informative market update session with Portfolio Manager Martin Karcz. 


Martin will provide an update on where we are in market cycle and will discuss how an active investment strategy can help you navigate the global market volatility and position your portfolio for capital preservation and growth in turbulent times.

 

Date: Tuesday, July 9th, 2019 

Time: 11:45 pm Registration | 12:00 - 1:00 pm Presentation

Location: 22nd Floor Boardroom | Suite 2200 - 609 Granville St., Vancouver | BC, V7Y 1H2

 

Please RSVP at your earliest convenience as space is limited. 

RSVP