Experience - Integrity - Results

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

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

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

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. 

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

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 heading into 2019? How should one's portfolio be positioned to succeed instead of bleed?

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: Tuesday, Nov. 27th 2018

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. 

The recent cool down in Canadian Real Estate has left investors wondering about future prospects. Join us to learn about the differences between publicly traded REITs and the private real estate market. Are there any “real” opportunities left?

Karcz Wealth Management Group invites you to join us for an informative seminar to review current trends in real estate, future expectations for the sector and where the best opportunities lie to protect and grow your portfolio.

Location:

Whistler Public Library

4329 Main Street

Whistler, BC V0N 1B4

With recreational cannabis use currently being legalized in Canada, investors are wondering: What are the new rules? Which companies are positioned to prosper going forward? Will the volatility in the sector continue? Karcz Wealth Management Group invites you to join us and our special guest Greg Taylor, Fund Manager, Redwood Asset Management, Marijuana Opportunities Fund for an informative seminar on the emerging cannabis industry in Canada.

Location:

Canaccord Genuity Boardroom

Suite 2100 - 609 Granville St.

Vancouver, BC V7Y 1H2

With recreational cannabis use currently being legalized in Canada, investors are wondering: What are the new rules? Which companies are positioned to prosper going forward? Will the volatility in the sector continue?

Karcz Wealth Management Group invites you to join us and our special guest Greg Taylor, Fund Manager, Redwood Asset Management, Marijuana Opportunities Fund for an informative seminar on the emerging cannabis industry in Canada.

Location:

Creekside Room II

Hollyburn Country Club

950 Cross Creek Road

West Vancouver, BC V7S 2S5

Featuring four industry leading CEOs, this event will explore the themes, issues and opportunities impacting real estate investments in both Canada and the United States.

The real estate market is at a critical juncture and these industry experts will shed light on the risks and opportunities that real estate investors face.

The event will feature compelling presentations as well as a panel discussion led by Canaccord Genuity Real Estate research analyst, Mark Rothschild.

We invite you to be our guest for this special event.

Seating is limited. Accordingly, please RSVP at your earliest convenience.

Location:

Four Seasons Hotel Vancouver

791 West Georgia St.

V6C 2T4