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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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

Quarterly Market Update

Apr 10, 2019 12:45 PM - 02:00 PM Pacific Daylight Time

Paul Reynolds Boardroom Suite 2100 - 609 Granville St, Vancouver, BC

One quarter into calendar 2019 and we are met with an uncertain U.S. / Chinese trade deal, chaotic Brexit negotiations, and a Fed policy pivot. Nearly every institutional client, individual investor, or market commentator is asking one question – “Has the market gone up too far too fast?” The answer is probably not.

 

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


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: Wednesday, April 10th, 2019 

Time: 12:45 pm Registration | 1:00 - 2:00 pm Presentation

Location: Paul Reynolds Boardroom | Suite 2100 - 609 Granville St., Vancouver | BC, V7Y 1H2

 

Please RSVP at your earliest convenience as space is limited. 

RSVP

Stress-Free Landlord

Mar 21, 2019 06:00 PM - 07:00 PM Pacific Daylight Time

Savona Room, Sandman Signature Hotel 225 Lorne St., Kamloops, BC

Managing multiple real estate units is hard work, especially as a small landlord becomes a big operator. REITs are professionally managed real estate securities that offer portfolio diversification, as well as real asset exposure. They are the perfect way to gain exposure to the market without all the leg work of managing properties directly. 

 

Karcz Wealth Management Group invites you to join us and guest speaker Kevin Vandermeer for an informative seminar on this underappreciated asset and how it can benefit your portfolio through diversification and tax efficient income. Join us on Thursday, March 21st at 6:00 pm for an educational seminar session with Martin and Kevin.

 

Date: Thursday, March 21st 2019 

Time: 6:00 pm - 7:00 pm Presentation

Location: Savona Room, Sandman Signature Hotel | 225 Lorne St. | Kamloops, BC, V2C 1W2

RSVP

Tariffs & Trade Wars - Whistler

Mar 19, 2019 12:30 PM - 01:30 PM Pacific Daylight Time

Whistler Public Library 4329 Main Street, Whistler, BC

In today’s market environment, characterized by trade-war rhetoric, a slowing of global growth and escalating political turmoil all have increased the future uncertainty of the markets. Is your portfolio properly positioned?

 

Karcz Wealth Management Group invites you to join us for an informative seminar on what this unique macroeconomic backdrop means for the economy and what effects it may have on your portfolio. You will have the rare opportunity to hear their perspective in an intimate and interactive presentation.

 

Date: Tuesday,  Mar. 19th, 2019 

Time: 12:30 pm - 1:30 pm Presentation

Location: Whistler Public Library | 4329 Main Street | BC, V0N 1B4

RSVP

Stress-Free Landlord

Feb 26, 2019 12:30 PM - 01:30 PM Pacific Standard Time

24th Floor Boardroom #2400 - 609 Granville St., Vancouver, BC

Managing multiple real estate units is hard work, especially as a small landlord becomes a big operator. 

REITs are professionally managed real estate securities that offer portfolio diversification, as well as real asset exposure. They are the perfect way to gain exposure to the market without all the leg work of managing properties directly. 

Karcz Wealth Management Group invites you to join us for an informative seminar on this underappreciated asset and how it can benefit your portfolio

 

Date: Tuesday, Feb.26 2019 

Time: 12:15 pm Registration | 12:30 pm - 1:30 pm Presentation

Location: 24th Floor Boardroom | #2400-609 Granville St. | Vancouver, BC, V7Y 1H2

RSVP

Stress-Free Landlord

Feb 19, 2019 12:30 PM - 01:30 PM Pacific Standard Time

Whistler Public Library 4329 Main Street Whistler, Whistler, BC

Managing multiple real estate units is hard work, especially as a small landlord becomes a big operator. 

REITs are professionally managed real estate securities that offer portfolio diversification, as well as real asset exposure. They are the perfect way to gain exposure to the market without all the leg work of managing properties directly. 

Karcz Wealth Management Group invites you to join us for an informative seminar on this underappreciated asset and how it can benefit your portfolio

 

Date: Tuesday, Feb.19 2019 

Time: 12:30 pm - 1:30 pm Presentation

Location: Whistler Public Library | 4329 Main Street | BC, V0N 1B4

RSVP

Market & Economic Update - The Return of Volatility

Jan 29, 2019 12:30 PM - 01:30 PM Pacific Standard Time

Whistler Public Library 4329 Main Street, Whistler, BC

Rising interest rates, global trade wars and increased market volatility have dampened expectations and prompted a change in investors’ psychology. In this evolving environment, what are the major risks and where are we begin 2019? How should one's portfolio be positioned to succeed instead of bleed?

Karcz Wealth Management invites you to join us for an informative economic & market update session. 


Portfolio Manager Martin Karcz will provide an update on where we are in the 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.

 

Refreshments will be served. 

 

Date: Tuesday, Jan. 29, 2019 

Time: 12:30 pm - 1:30 pm Presentation

Location: Whistler Public Library | 4329 Main Street | BC, V0N 1B4

 

Please RSVP at your earliest convenience as space is limited. 

 

RSVP

Market Update - Enter 2019

Jan 15, 2019 01:00 PM - 02:00 PM Pacific Standard Time

Suite 2100 609 GranvilleSt., Vancouver, BC

Last year kicked off with a global synchronized recovery, low volatility and a steadily growing global economy. We enter 2019 with a synchronized global slowdown, the return of volatility and political turmoil adding to concerns of market overvaluation. Where are we now and where are we headed as we begin 2019?

Karcz Wealth Management invites you to join us on Tuesday, January 15th at 1:00 pm for an informative market update session with Martin. You are invited to attend the event in person or virtually. Dial-in (video conference or telephone) links will be provided upon RSVP.


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

 

Date: Tuesday, Jan. 15, 2019 

Time: 12:45 pm Registration | 1:00 pm - 2:00 pm Presentation

Location: Suite 2100 | 609 Granville St. | BC, V7Y 1H2

RSVP