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  1. Business directory
  2. BC
  3. Surrey
  4. Financial Planning
  5. Karasick and Associates, Private Wealth Management

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Karasick and Associates, Private Wealth Management

# 220 - 2121 - 152nd Street,  Surrey,  BC    V4A 4P1
  • Call 604-541-5300
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Business details

Description

In today’s busy, complex and sometimes confusing world, making the right investment choices has never been more important, or more challenging. Professional guidance is increasingly vital to achieving financial security and peace of mind. Since 1989, our experienced team has become well known throughout the Lower Mainland for practicing comprehensive financial planning with high net worth individuals, retirees, professionals and corporations. We have extensive experience in wealth creation and preservation through advanced tax and estate planning strategies, providing the necessary capital and life-style sustaining income throughout a client's lifetime and beyond.
--- At Karasick & Associates Private Wealth Management, we focus on the areas of investment, tax and estate planning strategies for high net worth and ultra high net worth professionals and business owners, and their families. Why? Because successful people are often so busy building their businesses, they don’t have the time or expertise to manage their personal finances to maximum benefit. Our team’s highest priority is that of improving the lives of clients through sound financial solutions. You are invited to contact us for a complimentary, no-obligation evaluation. Let's talk.

Certifications and associations

Senior Executive Financial Consultant, Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), Financial Management Advisor (FMA)

Categories

  • Financial Planning

Features

  • Business
  • Professional
  • Financial Plan
  • Mutual Funds
  • Retirement

Additional contact

  • Fax 604-542-4224
  • Toll-free 866-213-1113

  • Email lyle.karasick@igprivatewealth.com

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