Our Community Commitment

As portfolio managers and investment advisors, we are stewards of our clients’ future, values and legacy. We are also stewards of our community.

We acknowledge, with gratitude, the place our family and many of the families we advise call home is within the unceded traditional territory of the K'ómoks, Ei'ksan and Pentlatch people. 

A combined 50+ years of experience in the wealth planning and portfolio management industry tells us that every decision is connected, every choice carries weight. Those choices ripple out to the community. We show our gratitude through our actions and support. 

With a focus on our own community, we consider the United Nations Sustainable Development Goals (SDG) and how our contributions of energy and resources can make a difference locally. See the United Nations info here.

 

 

 

As parents and grandparents, we care about the type of legacy we leave for our own family. We strive to give back to our community by supporting children and families that don't have the resources that our family has experienced. 

Twenty-one years ago, Rick helped launch the Learn to Ski Program with the Strathcona Nordics Ski Club and Mount Washington Alpine Ski Resort, donating funding and time to the program. This program teaches hundreds of children the basics of Cross Country Skiing each year which supports their health and well-being. Our team is very proud that this program has since seen participation by children of alumni who initially participated two decades ago. 

In 2022, the program was renamed the “Rick Morson Nordic Ski School“ in Rick’s honour and he has been recognized as the Founding Donor of the program in this article in the Comox Valley Record.

We also believe feeding the minds and bodies of the next generation will pay dividends in their future and that of our community. This is why we proudly support numerous other organizations including:

• Courtenay Elementary Community School Society Breakfast and Lunch Program
• Foundry Comox Valley
• North Island College Foundation “Inspired Woman’s Award”
• Project Watershed
• Sooke Autism Support Society (SASS) 
• Comox Valley Healthcare Foundation 
• Comox Valley Coldest Night of the Year  where our team fundraised and participated for the past 2 years.

We are proud that Richardson Wealth makes a meaningful difference by generously matching our annual donations to our favorite charities by 50%. 

 

We also believe that business, culture, and sports help to form a thriving community. Based on that we select sponsorships and invest our time to reflect our team’s values:

• ArtWrx Studio Gallery, is a community of talented local artists. We proudly sponsored the ArtWrx Square Foot Show for the 6th time in November 2023. This inspiring art show promotes local and national artists as well as making original art accessible to many.
  
  

• Comox Valley Chamber of Commerce works closely with its members to strengthen and support local business, and to foster growth, community, and best practices. Susan served as a Board Member from 2022 - 2024 and added value by sharing her experience of serving business owners and entrepreneurs across Canada over the past 25+ years.

• Comox Valley Transition Society supports women and children in transition. Our continued sponsorship of their 3 annual fundraising initiatives helps them raise awareness and donations. The Comox Valley Transition Society provides many essential services in our community such as: Housing for women and children leaving abusive relationships; detox programs; a 24-hour crisis line; counselling services; runs a local warming center for the homeless. They also participate as the key promoter in our community of the Coldest Night of the Year event. 

• Vancouver Island Mountain Sports Society (VIMSS) is a non-profit organization that enables programs and services that enhance access to Vancouver Island’s alpine environment. It, like the Morson Carson Wealth Counsel, are keen advocates of an active outdoor lifestyle and much of the volunteer work we do with the society is to help to make such a lifestyle as affordable as possible to all.

• Comox BIA events such as the Comox Summer Fest & Halloween Costume Parade where we hand out treats in support of our community.

And with our Responsible Investment Advisor Certification (RIAC), we also take pride in guiding and educating our clients surrounding investment choices that will help make our community and the world a better place. 

We are building a legacy to help create a world where people and the planet thrive in harmony.

What inspires you? How can we help you create an impact with your legacy?