Jason Lutter Email & Phone Number

The Morson Carson Advisory Group combines the best of both worlds: education and experience. We 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.As a Client Associate with Morson Carson Advisory Group, I focus on providing exceptional client service through proactively scheduling and diligently preparing for review meetings, the set-up of on-line account access, and assisting with financial planning and portfolio construction. I also work with the Investment Advisors on business development, manage communication with our CIBC Partners, keep our website current and relevant, as well as being the “technology guru” for the team.Our team specializes in matching your plan and investment solutions to your expressed values and goals. As part of our integrated wealth management process, we offer:1. Financial Planning through all life stages2. Estate Planning & Insurance Analysis3. Business Transition & Succession Planning4. Investment Planning & Solutions5. Tax Minimization Strategies6. Retirement Planning & Withdrawal Strategies7. Responsible InvestingThrough all aspects of our service, the Morson Carson Advisory Group strive to simplify complex concepts into practical, timely guidance with the objective of protecting you, your family, and your wealth. We have the specialized knowledge and experience to provide you with short-term simplicity and long-term stability.From your first contact with the Morson Carson Advisory Group, you will sense the difference in our approach!

Listed skills include Being Amazing.