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