Skip to main content

Book Your No-Obligation Evaluation  1384147494_linkedin_square_color.png  1384147378_facebook_square.png 

  • Home
  • Team
  • Our Process
  • Clients 
    • Client Service Commitment
    • Client Testimonials
    • Client Account View
    • Solutions Banking
  • Upcoming Events
  • Business Owners
  • Newsletter
  • Contact
  • We are committed to life-long relationships built on respect, attention to detail and steady portfolio growth.

     

  • Wealth is not how much you make but how much you keep, how hard it works and how many generations you keep it for.

     

  • We are committed to life-long relationships built on respect, attention to detail and steady portfolio growth.

     

  • Wealth is not how much you make but how much you keep, how hard it works and how many generations you keep it for.

     

About

 

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 Wealth Management 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 lifestyle sustaining income throughout a client's lifetime and beyond.

Our business is about people. It is about the hopes, aspirations, and dreams of Canadians.

  • It is about helping retirees live with comfort and confidence;

  • It is about helping parents open the doors of opportunity for their children;

  • It is about helping a family buy their dream home;

  • It is about entrepreneurs succeeding in their business;

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.

Learn more about our team
See what our clients have to say about us

Our Process

 
lyle3.jpg

Our team takes clients through a 7 step True Wealth Management process. We use a family model approach to financial planning. With a written customized wealth management plan, we explore strategies such as incorporation, tax effective strategies for withdrawing funds from a corporation, income splitting, prudent use of leverage, asset swaps, debt replacement, philanthropy needs, retirement planning, intergenerational transfers, business succession planning and family trusts to create a unique and successful wealth program tailored to our individual clients.

Financial Planning Review

Gathering Client data; explain services provided; personal financial review; outline of financial planning program; establish roles and responsibilities of the planner and the client.

Goal Setting

Establish goals, needs, and priorities; determine expectations and wishes; identification of issues and opportunities.

Discussion Paper

Examine scenario analysis; develop appropriate strategies to address issues and opportunities; review needs and objectives; compare current vs. recommended strategies.

Planning Presentation

Present and review recommendations with the client; identify projections, tactics, and considerations; complete paperwork to implement the plan.

Asset Allocation

Comprehensive investment analysis; Strategic and Tactical Asset Allocation plan.

Estate Analysis

Implement risk management and estate plan; review with management specialist; update wills and powers of attorney; coordination with lawyer; establish trusts.

Review

Ongoing monitoring of plan; review progress; changes in personal circumstances; changing tax laws and economic circumstances.

Clients

Our Client Service Commitment Our Client Testimonials

Business Owners & Professionals

 

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.

Learn More

Newsletter

 

Videos

Market Insights and Perspectives

The Do’s and Don’ts of Passing Along the Cabin: What you need to know

 

Home

Contact us

 

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.

Karasick & Associates - IG Private Wealth Management

 

Phone: 604-541-5300
Fax: 604-542-4224
Toll free: 1-866-213-1113

Investors Group Financial Services Inc

#220 - 2121 - 152nd Street
Surrey, BC V4A 4P1
Map & Directions

1384147386_twitter_square.png  1384147494_linkedin_square_color.png  1384147378_facebook_square.png  1384147378_facebook_square.png

Let's talk

Lyle Karasick, CFP®, RRC, B.Admin.

Senior Executive Financial Consultant
CERTIFIED FINANCIAL PLANNER® professional
Registered Retirement Consultant 

Lyle.Karasick@igpwm.ca

Aaron Crabtree, CFP®, CLU, RRC, FMA

Senior Executive Financial Consultant

Aaron.Crabtree@igpwm.ca

Ryan Murray, RRC, BA Econ.

Associate Consultant

Ryan.Murray@igpwm.ca

Tasia Karasick, BA Pol. Science.

Associate Consultant

Tasia.Karasick@igpwm.ca

Linda Johnston, CFP®, RRC

Associate Consultant

Linda.Johnston@IG.ca

Bill Konnert

Associate Consultant

Bill.Konnert@IG.ca

Rani Gill

Executive Administrative Assistant

Rani.Gill@igpwm.ca
 
HomeAboutOur ProcessBusiness Owners and ProfessionalsResourcesContact UsConditions of Use

cfp_logo.png    Ottawa_Registered_Retirement_Consultant_RRC.png

 

© 2022 Karasick & Associates. All rights reserved.

Website Design For Financial Services Professionals