Martin Karcz

Portfolio Manager @Canaccord Genuity Wealth Management Canada

West Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2017 — Present

Portfolio Manager @Canaccord Genuity Wealth Management Canada

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Vancouver, BC, CA

EDUCATION

1993 — 1995

The University of British Columbia

Master of Business Administration (M.B.A.), Portfolio Management

1987 — 1991

University of Gdansk

Master of Science (MSc), Economic Geography

SKILLS

Asset ManagementRetirement SavingsInvestmentsFixed IncomeSecuritiesStrategyWealth AccumulationFinancial PlanningWealth Management ServicesBondsWealth ManagementMarketing StrategyRetirement PlanningEquitiesFinancial AnalysisFinanceAsset AllocationMutual FundsPortfolio ManagementManagementHedge FundsInvestment AdvisoryCapital MarketsInvestment ManagementInvestment StrategiesAlternative Investments

ABOUT MARTIN KARCZ

Martin has over 25 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 active volunteer for the Children’s Hearing and Speech Centre and sits on the Finance committee for the school. He 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 Luna and Jake or tackling Seventh Heaven with his children Marysia and Jan and his wife, Karolina.Disclaimer: http://ow.ly/XvqU30o8uTc

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Martin Karcz — Portfolio Manager at Canaccord Genuity Wealth Management Canada in West Vancouver, BC, CA | Unifers