Our team

Martin Karcz, MSc, MBA

Senior Wealth Advisor

Director, Wealth Management

 

Martin KarczMartin has over 20 years of financial and business experience and specializes in portfolio creation and planning strategies for affluent individuals, corporations and associations, including solutions for estate planning, tax planning and business succession planning.

In 1991, Martin acquired an MSc in Economic Geography at the University of Gdansk, Poland followed by an MBA specializing in Portfolio Management at the University of British Columbia in 1993. He has written numerous papers on market efficiency, statistical modeling and portfolio theory.

His investment philosophy combines thorough top down analysis of macroeconomic trends and fundamental bottom-up analysis of the underlying securities in selected sectors. By combining top-down and bottom-up research, Martin can quickly identify trends that would be invisible if only one approach were used.

Martin is an enthusiastic road cyclist, skate skier and mountaineer and includes several of the Seven Summits in his conquests. He can often be found backcountry skiing with his Australian cattle dog, Miga or tackling Seventh Heaven with his children Marysia and Jan and his wife, Karolina.

Contact Martin

 

Christine Manson Holyk, B.A. (Psych),FMA

Senior Associate

Christine MansonWith 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.

When she’s not hard at work, Christine can be found rock climbing, practicing yoga, running along Jehrico Beach or enjoying Vancouver’s food and live music scene with her husband, Colin.

Contact Christine

Brad Russell, BBA

Investment Associate

Brad RussellBrad holds a business degree (BBA) from Wilfred Laurier University as well as holding status as a Golf Professional from his previous career at Seymour Golf & Country Club in North Vancouver, BC.

As a golf coach Brad learned the value of service, listening and planning to achieve his client's long term goals.  

Brad and his wife Andrea have two kids - Miller & Katelyn. Outside of work, the family can be found hiking the North Shore Mountains and attending kids activities and sporting events.

Contact Brad


Our team of specialists

Our role extends beyond portfolio design and management. Our aim is to arrange bespoke financial structures for secure holding of personal wealth and plan innovative and flexible strategies for the control, investment and transfer of assets.

As part of this role we coordinate the activities of professional advisors such as tax accountants, estate lawyers and insurance specialists.

 

Susan Lee Halaburda, Insurance Consultant

Scotia Wealth Insurance Services Inc. 

As our team of specialists Insurance consultant, Susan's objective is to review, analyze, and provide insurance based tax and estate planning strategies tailored for affluent investors, as well as privately owned Canadian corporations and shareholders.

 

Nancy Kemble -  Senior Financial Planning Consultant

Scotia Capital Inc.

As our team of specialists Financial Planning Consultant, Nancy's goal is to help clients build their wealth, maintain their wealth, and eventually transfer their wealth to the people and causes that are important to them.

 

Yael Dirnfeld - Private Banking director & TEAM Lead

The Bank of Nova Scotia 

Yael is responsible for managing banking relationships at Scotiabank. She has been with the Scotiabank Group and has worked in the financial services industry since 1987. Prior to joining Private Banking, Yael held several positions within the domestic banking network. Her clients benefit from her years of experience as Financial Advisor and most recently as Manager Personal Banking.

She holds the Personal Financial Planner designation obtained through the Institute of Canadian Bankers.

 

Contact Us

Martin Karcz
3rd Fl -1555 Marine Dr.
West Vancouver, BC
V7V 1H9
604.913.7035
Send Us a Message

Karcz Investment Management Group - Scotia Wealth Management West Vancouver Banner

Contact Us

3rd Floor
1555 Marine Dr.
West Vancouver, BC
V7V 1H9
604.913.7035

 

Links & Resources

 

We're Here to Help!

Should you require any additional information about our services or our process, please call our office at 604.913.7035 or send us a message.