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Victoria
730 View Street
9th Floor
Victoria, British Columbia
V8W 1J8
Map Link
Tel: (250) 388-5131
Toll Free: +1 (800) 561-5864
Fax: (250) 385-5669

Luke Kratz

Vice President, Investment Advisor

BA, FMA

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Tel: (250) 361-2288
Toll Free: +1 (800) 561-5864
Fax: (250) 361-2270
luke.kratz@cibc.ca

Luke Kratz

Titles & Designations

  • Vice President
  • Investment Advisor
  • Bachelor of Arts
  • Financial Management Advisor

Languages Spoken

  • English

Specialties

  • Advisory & Professional Investment Management Services
  • Financial Planning Services
  • Retirement & Estate Planning Services

Licensed In

  • British Columbia

 

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The Kratz Financial Group Way

"In retirement, wealth is the absence of financial worry, an income you don't outlive and a meaningful legacy to the people you love or an institution you care about. The hallmark of wealth is confidence. It doesn't matter how much money you've got; if you've got worries, you're not wealthy."

In retirement, you no longer have pay cheques to offset your spending and you no longer have as much time to offset market setbacks.

Will you sustain your lifestyle and preserve your independence? We help you get the facts, face the facts and make a rational lifestyle plan.

There are many things you still want to do in life, and we believe that enjoying a more confident retirement should be one of them.

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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.