Martin Karcz, MBA, CIM
Senior Vice President, Portfolio Manager
Martin 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 dogs Miga and Jake or tackling Seventh Heaven with his children Marysia and Jan and his wife, Karolina.
Christine Manson Holyk, B.A. (Psych), FMA
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.
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.
Alex Dolesky, CIM, B.A. (Econ)
Associate Investment Advisor
Alex graduated from the University of British Columbia with a Bachelor of Arts in Economics, and has earned his Chartered Investment Manager designation. He works closely with Martin in client management, portfolio management, security analysis and idea generation. Alex has a love of the outdoors and spends most of his free time taking full advantage of all the Pacific Northwest has to offer.
Karolina Karcz, B.A.
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.
Previously working for SNC-Lavalin, TransLink, and British Columbia Rapid Transit Company, Karolina has extensive experience in transit budgeting, project evaluation, and complex P3 contracts. Her passions in business life is creating brand awareness no matter if it is public transit or finance industry.
Karolina and Martin are avid cross-country skiers, they can be often seen on local mountains or their favourite skiing destination-Sun Peaks with their 2 dogs, Miga and Jake.
Anne Jackson, CMA
Wealth & Estate Planning Specialist
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.
Anne holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.
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