Experience - Integrity - Results

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

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. 

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. 

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. 

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. 

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

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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