In today’s fast-paced world of finance, small business owners are facing new and unique opportunities and challenges like never before.
At Richardson Wealth / Morson Carson Wealth Counsel, we work with you as entrepreneurs and business owners, no matter where you are in the lifespan of your business.

From cash flow projections, to developing effective tax strategies, and planning for succession, we work with you, your team of professionals and our team of experts to help find the ideal structure for your business, develop wealth and succession plans, manage cash flows, and credit-proof your wealth.

Our team of professionals will create a wealth plan that looks at your entire financial picture and provides simplicity – so you can focus on what you do best.

For Rick Morson, Susan Carson and Stephen Morson, trust and integrity is at the center of everything we do.
“The clients that we work with have investment portfolios that are somewhere between $500,000 and $50 million, sometimes higher,” Rick says. “They're either in the process of building their businesses or they're looking at selling them or developing a succession plan.”

Morson Carson Wealth Counsel are local business experts that can call on the vast array of other professionals from their strategic partners at

Richardson Wealth, the leading independent wealth manager in Canada.

 

Here are just a few of their areas of expertise:
Compensation and remuneration: 
If you’re an incorporated professional or business owner, what is the best course of action when it comes to remuneration - salary, dividends, or a combination of both? Which has the best tax advantages for your unique situation? Which will help you achieve your lifestyle and retirement goals?
If you’re incorporated, should you direct your savings to a TFSA or your corporation?

 

We'll help you make the best decision for you, depending on your goals, your investment horizon, the province in which you live, and other important considerations.

 

What sort of business owner are you? Lawyer, physician or other professional? Business owner? Female entrepreneur?
We have strategic advice for all business owners, no matter what sector and what areas of expertise.

Other business services include:
--Liquidity management
--Strategic year-end planning
--Establishing gains for capital dividend account
--Insurance needs analysis
--Guidance on when and why to incorporate
--Providing reports to your bank, accountant, and lawyer upon request
--Planning for the succession or sale of your business
--Plan to maximize your small business capital gains exemption
--Provide customized reporting by fiscal year