Meet our team

The Morson Carson Wealth Counsel’s mission is to provide clear and meaningful financial strategies grounded in both fundamental planning techniques and innovative investment ideas to our select group of clients. As Portfolio Managers, we are committed to upholding fiduciary duty, just as doctors and lawyers do, to always act in our clients' best interests.

Rick Morson BA, CIM, RIAC
Vice President, Portfolio Manager, Investment Advisor
Tel: 250.244.4950

Rick brings a proven intuition for investment planning and client coaching to the Morson Carson Wealth Counsel. Specializing in investment planning for retirees, professionals, and small business owners, Rick ensures investments are uniquely tailored to the client’s risk tolerance, goals, and cash flow requirements. Viewing effective portfolio construction as an endurance activity whose benefits compound over time, Rick focuses on what he can control, and uses his unique insight to find innovative solutions for his clients’ complex investment needs. 

Rick’s interest in economics, politics, and capital markets was sparked while completing his Political Science degree at Carleton University in Ottawa, Ontario. It was there that he began to understand the intricacies and interrelationships between government, economics, and business, preparing him for a 33-year career as an investment advisor with a major financial institution. After numerous years of running his practice parallel to Susan’s, the pair decided to merge their teams into one. Drawn to Richardson Wealth’s deep sense of family values, the Morson Carson Wealth Counsel joined the firm in 2021. 

In addition to his bachelor’s degree and Chartered Investment Manager designation, Rick also has his Responsible Investment Advisor Certification (RIAC), Canada's Financial Industry designation that recognizes expertise in Responsible Investing. He has been proud to call the Comox Valley home for nearly 20 years and is passionate about contributing both personally and professionally to this remarkable Valley. 

Rick is an avid cross-country skier and cyclist. One of the greatest adventures of his life was cycling solo from Quebec City to Victoria after graduating from Carleton University. He enjoys travelling, spending time with Susan, his children, and his grandchildren, and constantly educating himself on the intricacies of the investment market.

Susan Carson CFP, CIM, CIWM, FCSI, RIAC, RWM
Portfolio Manager, Investment Advisor
Tel: 250.244.4952

Susan brings a unique energy and instinct for clients to every interaction. For nearly 25 years, she’s helped clients align their values and goals, needs and wants, and translate those into a living, evolving wealth plan. Specializing in meeting the needs of professional women, healthcare professionals and retirees, Susan couples her personal life experiences with empathy to help clients move forward with wise decisions.

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 compassionate and thorough advisor she was looking for, Susan decided on a career change, and started in the investment 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 legacy, the Morson Carson Wealth Counsel moved their practice to 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), 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. 

Susan enjoys cycling, cross-country skiing, travelling, spending time with family, friends and playing with her grandchildren. An avid reader who is committed to life-long learning, Susan is currently studying how to apply behavioural finance insights to her work with clients.

Stephen Morson BA, RIAC
Associate Investment Advisor
Tel: 250.244.4953

Stephen brings an exemplary sense of organization, analytical, and critical thinking skills to the Morson Carson Wealth Counsel. While building enduring relationships with younger clients, he easily navigates the pressures of the market while also assisting the team with investment research, financial planning, the execution of trades and tracking the team’s business goals. As Rick’s son, Stephen also helps cement the idea of a truly family-run firm. 

Stephen graduated from the University of Victoria with a Bachelor of Arts degree in Political Science, minoring in Commerce. He got his start in the industry shortly after graduating in 2012 and began building a foundation of understanding in financial services and the capital markets. In 2018, he joined the Morson Carson Wealth Counsel. 

He has his Responsible Investment Advisor Certification (RIAC), Canada's Financial Industry designation that recognizes expertise in Responsible Investing.

Having lived most of his life on Vancouver Island, Stephen appreciates the great access available to outdoor activities and enjoys playing hockey, skiing, golfing, and cycling.

Chantelle Bedard
Assistant
Tel: 250.244.4955

With over 12 years in the administrative field, Chantelle prides herself in her efficiency, strong attention to detail, and a powerful drive to learn and grow in her professional career. Chantelle is a recent graduate of the Business Administration Course at North Island College and is excited to bring her accumulated knowledge and experience to the Morson Carson Wealth Counsel team.

Chantelle has called the Comox Valley home for most of her life and is thankful to be raising her children in such a beautiful community. In her spare time, Chantelle enjoys walking her dog through the trails, slo-pitch, kayaking, and crocheting.