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 that don't have the resources that our family has experienced. See our recent commitments below:
Nearly 20 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 good-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.
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:
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 values:
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 Valley Chamber of Commerce works closely with its members to strengthen and support local business, and to foster growth, community, and best practices. Susan recently began serving as a Board Member and she hopes to add 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 promotion of their 3 annual fundraising initiatives will help them raise awareness and donations.
ArtWrx Studio Gallery, is a community of talented local artists. We will proudly sponsor the ArtWrx Square Foot Show for the 5th time this year. This is an inspiring art show that promotes local and national artists as well as making original art accessible to many.
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 proud to say that Richardson Wealth matched our recent donations to both Red Cross BC Flood Relief Fund and Red Cross Ukraine Humanitarian Crisis Appeal dollar for dollar.
We are building on our legacy to help create a world where people and the planet thrive.
What inspires you? How can we help you create an impact with your legacy?