Navigate Your Way in Retirement
Written by Karcz Investment Management Group   
Thursday, 18 May 2017

Upcoming Seminar

Join us Thursday, June 1st in Whistler, BC for this engaging talk on navigating your way in retirement.

Join Martin as he shares his insights into investing for the upcoming decade and discusses:

  • Concerned about a market crash? Find out what you should be worried about.
  • Become a stress free landlord - how to profit with Real Estate Investment Trusts (REITs).
  • Is the 9 year old bull market running out of steam?
  • Avoid outliving your money. How to maximize your investment income.


    Location: Delta Hotels Whistler Village Suites
    Date: Thursday, June 1st, 2017
    Time: 6:30pm presentation

    RSVP to Brad Russell at 604.913.7028 or This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Dispelling the Urban Myth on REITs and Interest Rates
Written by Martin Karcz   
Friday, 17 March 2017

by Martin Karcz, Director, Wealth Management and Senior Wealth Advisor
ScotiaMcLeod®, a division of Scotia Capital Inc.

February 14, 2017


Recently, I have been getting quite a few inquiries regarding the impact of rising interest rates and REIT (Real Estate Investment Trust) valuations. The prevailing (and erroneous) theme, compounded by some financial analysts and the media, is that rising rates will have an adverse effect on REIT prices and thus on peoples’ portfolio values.


Read my most recent newsletter (attached) to see why I believe this theory is not accurate.


When Interest Rates raise REITs are safer than Bonds.pdf 



Year End Tax Planning
Written by karcz Wealth Management   
Tuesday, 18 November 2014

It's never too early to start considering your taxes. There are some changes going into 2015.

Also if you are planning a TFSA withdrawl, ensure it is done before December 31st to allow for increased contribution room in 2015.

2014 Year end Tax Planning



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West Vancouver, BC
V7V 1H9
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1555 Marine Dr.
West Vancouver, BC
V7V 1H9


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