Our Team
We provide bespoke investment advice tailored to your family.
Your family's CFO.
The Team at Karcz Wealth Management manages your wealth so you can focus on what matters most.
Senior Wealth Advisor
Portfolio Manager
Martin has over 25 years of financial and business experience and was recognized in 2022 as one of Canada’s Top Wealth Advisors – Best in Province by the Globe and Mail.
He specializes in portfolio creation and planning strategies for affluent individuals, corporations and associations, including solutions for estate planning, tax planning and business succession planning.
Senior Investment Associate
With a Bachelor of Arts (Psychology) degree from the University of British Columbia and over 20 years experience in the financial services industry, Christine has acquired a wealth of knowledge that allows her to provide clients with in-depth assistance with their portfolios, answers to their many financial questions and on going monitoring and performance reporting for the individuals, foundations, corporations and associations that we work with.
Business Development Associate
Karolina holds a bachelor degree from University in Poznan, Poland and she works with the team to help identify families that would fit in with our existing client group and our culture.
Wealth & Estate Planning Specialist
Strategic Partner
Anne Jackson, a Certified Management Accountant (CMA), specializes in developing advanced financial, tax and estate planning solutions for our clients. Insurance-licensed and currently working towards her CFP designation, Anne brings years of taxation and accounting experience to the group.
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