THE MORSON CARSON ADVISORY GROUP APPROACH
The Morson Carson Advisory Group combines the best of both worlds: education and experience. Rick Morson and Susan Carson are a highly accredited Portfolio Management team that has over 50 years of experience in integrated wealth management. We offer a combined 10 wealth management designations which are critical to offering you and your family the best support through life's many significant financial events.
We know how hard it is to find someone you truly trust with everything you've worked so hard to accumulate and grow. We have found it profoundly fulfilling, both personally and professionally, to build long-term partnerships with our clients and those they care about.
As part of our integrated wealth management process, we offer. (Click to learn more):
We take an educational approach to advising our investors and clients. Our experience has taught us that the most successful investors are those who participate in the process and take advantage of the learning opportunities that we present through our website, newsletters, seminars, education, and access to CIBC corporate resources.
SYNERGY IN WEALTH MANAGEMENT
In an age of generalization, Rick and Susan have partnered together to take advantage of their individual unique abilities and to offer you the strongest possible comprehensive wealth management approach.
Rick's passion is investing. His knowledge of the market and genuine interest in educating his clients sets him apart from the competition. Rick's keen understanding of the interrelationships between government, economics, and business allow him to construct enduring portfolios that meet our clients' goals with a minimum of risk.
Susan's specialty is financial planning, and all of the intricacies that come with that specific area of wealth management. Her ability to truly understand your unique situation and goals and to create a customized, evolving lifetime financial plan for you, based on your values, attitudes, and visions, is one of her greatest strengths.
Separately, both Rick and Susan offer their clients unparalleled knowledge of integrated wealth management, and together their synergistic value is more than the sum of the two. They are pleased to share this synergy with you and your family as you work towards your financial goals.
SERVING CLIENTS ACROSS CANADA
We are often asked what type and size of clients we work with. For us, a key requirement is not based on how much money you have but rather on your attitude and willingness to enhance your financial knowledge while partnering with us. We limit the number of families we serve in order to have time to give comprehensive service to each. We choose to serve only about 110 families per Investment Advisor, which is approximately 60% of the national average of the 184 families served by advisors across Canada.*
“Fit” is a very important element of working with us. We seek alignment with your values and vice versa as our mutual values will define every aspect of our work together.
Over the years, through our own business and personal experience, we have developed specific expertise and empathy in serving:
Couples – both pre and post retirement
Women – dealing with death, divorce, and other complexities of being single
Healthcare Professionals – with complex, sophisticated needs that require customized protocols
Business Owners – needing integrated corporate and personal planning
*The Average Investment Advisor
RESPONSIBLE INVESTING AND THE MORSON CARSON ADVISORY GROUP
Rick and Susan are recipients of Responsible Investment Advisor Certification (RIAC), Canada's Financial Industry designation that recognizes expertise in Responsible Investing. Responsible Investing is the integration of environmental sustainability, social responsibility, and corporate governance factors (ESG) into the selection and management of portfolios.
Responsible Investment is important to Rick and Susan in two ways: in their role as Investment Advisors, which allows them to advise and educate their clients and leave the world a greener place; and as being parents and grandparents who are concerned with the type of legacy that they will leave for their family.
Rick and Susan's philosophy is that by investing in companies with strong ESG factors, they are reducing portfolio risk by eliminating companies that are not employing strong, sustainable policies: good business practices which translate into good practices for their customers, employees, and the environment.