Services
  • Wealth means different things to different people. Yet it is always tied to a sense of financial well being. If you have wealth, financial well being means preserving your assets and ensuring their growth against an uncertain future. If, like most Canadians, you are in the process of building wealth, every opportunity for long-term growth will be important to you.

As a highly qualified and knowledgeable professional wealth advisor, I develop uniquely personalized wealth management strategies that include building a tax efficient investment portfolio, as well as encompassing all aspects of retirement and estate planning, including business succession, wills, insurance and philanthropy and charitable giving.

Our systematic advisory process - delivering a complete financial strategy

What makes us different?

We build individually tailored portfolios that take into consideration:

  • Capital Preservation
  • Income Needs
  • Taxation
  • Family/Estate Need

The six differences

1. Individually tailored portfolios
2. Safety

It is our opinion that only individually tailored portfolios offer the best cost structure, tax minimization and performance


  • Due diligence
  • Ongoing monitoring
  • Have been down this path before
3. Incentive
4. Reporting
  • No commissions. One competitive fee
  • No conflict of interest. We sit on the same side of the table

  • Customized progress report
  • Cash flow income (not just a balance sheet) and performance
  • 24/7 internet access
  • Daily market commentary
5. Performance
6. Added services
  • Risk-adjusted performance (low beta)
  • Fee inclusive performance reporting
  • Private money management

  • Retirement and estate planning
  • Insurance
  • Tax and legal planning experts
  • Charitable giving

Contact us to learn more.


*Services provided by partners within Scotiabank. For details please see disclaimer.

 

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

 

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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.