Susan Carson, CFP CIM CIWM RIAC FCSI Portfolio Manager, Investment Advisor

We are proud to support the Comox Valley Transition Society!

Helping women, families, and children is a priority for us at Morson Carson Wealth Counsel. That's why we support the Comox Valley Transition Society and their events, including the 4th annual Art in the Vines Fundraiser. Held at 40 Knots Winery in Comox on September 13th from 5pm-9pm, the funds and awareness raised support important programs and services for women and children in our area who have experienced domestic violence. Get your tickets now and enjoy a beautiful evening in the vineyard, with dinner on the terrace, a makers panel with local tastings, and stunning Pop Up Art Shops.
🎟️ Tickets available at www.cvts.ca

As part of our commitment to the arts in the Comox Valley, we're pleased to showcase the work of Marianne Enhörning. Born in Sweden, she is deeply influenced by her family heritage. Marianne has spent many years alternating her time between natural and urban environments: on the West Coast as a kayak guide, and in cities working in architecture. She creates evocative, dreamlike works in mixed media that are figurative, nature-influenced, and abstractly architectural. Her art emerges from her deep sense of longing for a world that is inclusive, equal, and just: a world that is kind and simple. You can see more of Marianne's work at enhorningdesign.com.

The next generation 😊

Passion. Dedication. Discipline. These are a few of Stephen Morson’s characteristics, honed through years of competitive cross-country skiing at the national level and fueled by backcountry adventures, rock-climbing, hiking, snowboarding, golfing, and playing hockey.

Stephen, who has a political science degree from UVic, started in the wealth management industry in 2015, and joined the family firm three years later.

“I focus on entrepreneurs and professionals in health care, trades and other high-value sectors who are at the early stages of building wealth,” Stephen explains. “I work with people typically in their 30s and 40s who are balancing mortgage payments and debt reduction, maximizing their tax savings and tax strategies, and working with those who have a long investment horizon.

While retirement is typically far into the future for Stephen’s clients, creating and accumulating wealth relatively early in life is critically important. Part of Stephen’s process is assessing a client’s needs and goals, and then coming up with a plan that represents their priorities while being flexible enough to change as life does.

In addition, by joining the family firm, Stephen is helping to provide continuity for when Rick Morson and Susan Carson eventually transition into retirement, helping clients with their wealth strategies and financial legacies for generations to come.

Celebrating Galentine’s Day with our sweet team!

Thanks to Hot Chocolates for another fabulous cake! ❤️

Lots of people out enjoying the fun at Downtown Comox Summer Fest!

We are proud to feature The Denman Island Tea Company shaken ice tea as a fund raiser for the Strathcona Nordic Ski Club!

Looking forward to seeing you tomorrow at the Downtown Comox Summer Fest!

Stop by for a delicious shaken ice tea from The Denman Island Tea Company!

Enter our draw to win this gift basket - a cooler, picnic blanket, and many other goodies!

We are looking forward to Comox Summer Fest this Saturday!

Please join our Richardson Wealth Team at 1785 Comox Avenue for a refreshing drink of iced tea from the Denman Island Tea Company as we fund raise for the Strathcona Nordics!

https://m.facebook.com/events/1542793939871519?mibextid=Z0UBBX