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

Trade Wars: Can There Be a Winner?

Aug 23, 2018 07:00 PM - 08:00 PM Pacific Daylight Time

It is hard to imagine a more uncertain economic environment in recent history: worsening trade-war rhetoric, a devaluation of the Chinese currency, an unsynchronized global recovery and the President of the United States commenting on Fed policy. 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. 

 

Location:

Cedar Room

West Vancouver Community Centre

2121 Marine Dr.

West Vancouver, BC V7V 4Y2

RSVP

Stress-Free Landlord

Jun 19, 2018 01:30 PM - 02:30 PM Pacific Daylight Time

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

Location:

Canaccord Genuity Wealth Management

609 Granville Street, Suite 2200

Vancouver, BC  V7Y 1H2

 

RSVP

Global Picks and Pans

Jun 12, 2018 07:00 PM - 08:00 PM Pacific Daylight Time

Karcz Wealth Management Group invites you to join us for an informative seminar on macroeconomic trends and investment prospects in a global marketplace.

Joining us from London, UK is Robert Jukes, Global Strategist for Canaccord Genuity Wealth Management. Robert will share his ideas on what is driving global markets and provide his tips and tricks for deciding what to pick and what to pan.

 

Location:

Cedar Room

West Vancouver Communty Centre

2121 Marine Dr. 

West Vancouver, BC V7V 4Y2

 

RSVP

Stress-Free Landlord

Jun 05, 2018 12:30 PM - 01:30 PM Pacific Daylight Time

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. 

Location:
Whistler Public Library
4329 Main Street
Whistler, BC 

RSVP

The Emerging Cannabis Industry - Where to Invest Before the Smoke Clears

Apr 24, 2018 12:30 PM - 01:30 PM Pacific Daylight Time

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? Click here for more details

Location:
Whistler Public Library
4329 Main Street
Whistler, BC 

RSVP

Stocks, Bonds, Cash, Bitcoin…Where to invest in 2018?

Feb 27, 2018 12:30 PM - 01:30 PM Pacific Standard Time

With US Markets at all-time highs, increased volatility, interest rates on the rise and disruptive new technologies, it is more important than ever to choose wisely when investing. We invite you to an informative lunch seminar on the top strategies for investing in the next decade, with special guest speaker Kevin Vandermeer, Lead Portfolio Manager at Canaccord Genuity Wealth Management. Click here for more details

Location:
Whistler Public Library
4329 Main Street
Whistler, BC 

RSVP