Susan Carson Cfp Cim Ciwm Riac Fcsi Epc Email & Phone Number

As Portfolio Manager, Investment Advisor at The Morson Carson Wealth Counsel, Susan brings a unique energy to wealth planning, helping clients align their values and goals, needs and wants, and translating those into an evolving financial plan. The Morson Carson Wealth Counsel is a family-run business. In addition to a combined 50 years of experience in integrated wealth management, Susan, alongside her partner Rick Morson and Rick’s son Stephen, bring their sense of trust, understanding and compassion to every client interaction. Susan started her career in commercial design after graduating from Mount Royal University Faculty of Interior Design. Through that, she learned the key to a successful project and a happy client is to thoroughly understand the client’s needs and the parameters of the project and then incorporate these elements into a plan that meets those needs; on-time and on budget. It taught her the value of listening to your client and other attributes that have become ingrained in her practice. After being a client to six different investment advisors and financial services companies in three provinces and still not finding the type of holistic and thorough advisor she was looking for, Susan decided on a career change, and started in the industry in 1997. After numerous years of running her practice parallel to Rick’s the pair decided to merge their practice into one. Drawn to Richardson Wealth’s deep sense of family values and Canadian roots, the Morson Carson Wealth Counsel joined the firm in 2021. In addition to her degree in interior design, Susan has the Chartered Investment Manager (CIM), Certified Financial Planner (CFP), Certified International Wealth Manager (CIWM), Fellow of Canadian Securities Institute (FCSI), Real Wealth Manager (RWM), and Responsible Investment Advisor Certification (RIAC), and Elder Planning Counselor (EPC) designations. She is proud to call the Comox Valley home and is passionate about contributing both personally and professionally to this remarkable Valley./COMPLIANCE:2024-38/

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  Mount Royal University

  Interior Design