Meet our team

Partners with a deeply-rooted sense of family values

Rick Morson BA, CIM, RIAC
Portfolio Manager, Investment Advisor
Tel: 778.541.9921

Rick partners with retirees, professionals, and small business owners to create tailored investment planning solutions enabling them to reach their goals. He has 30 years of experience in portfolio management, asset allocation, equity strategy, and manager selection criteria.

Rick’s interest in economics and the capital markets was sparked during a Political Science degree at Carleton University in Ottawa, Ontario. It was there he began to understand the relationships between government, economics, and business that have inspired his enduring interest in capital markets. In addition to a Bachelor’s Degree and Chartered Investment Manager (CIM) designation, Rick also has the Responsible Investment Advisor Certification (RIAC), Canada's Financial Industry designation for expertise in Responsible Investing. Rick is also an alumnus of the Strategic Coach™ Program for entrepreneurs where he advances his skills for coaching clients.

Rick is an avid cyclist and skier. He rode his bike across Canada after completing university and currently competes in World Masters cross-country ski races.

Recently, he was honoured to be named the founding patron of the renamed “Rick Morson Nordic Ski School”. He has devoted hundreds of hours of volunteer time as well as tens of thousands of dollars over the past 20+ years – mostly focused on the ski school and ensuring equal opportunity for local children to experience the wonder and joy of getting outdoors in winter.

He also enjoys spending time with Susan, his children, and his grandchildren and regularly consumes books on history and politics.

Portfolio Manager, Investment Advisor
Tel: 778.541.9922

WP award: five-star leading woman in wealth 2022Susan focuses on financial planning and tax strategies as well as investments to help clients achieve their dreams and goals. For 25 years, she’s worked with clients to translate their values, needs and wants into an evolving wealth plan. She specializes in wealth planning for professional women, physicians and their families, and individuals and couples preparing for retirement.

In addition to her certification in interior design from Mount Royal University in Calgary, Susan has completed a significant number of financial licenses and designations – primarily focused on financial planning with her Certified Financial Planner (CFP), Certified International Wealth Manager (CIWM) and Real Wealth Management (RWM) designations. Committed to life-long learning, Susan continues to be engaged in quarterly Strategic Coach™ workshops for entrepreneurs where she advances her capabilities to make a real difference in her clients’ lives.

Susan was proud to be named one of Wealth Professional Canada’s 5-Star Leading Women in Wealth across Canada for 2022 who recognizes exceptional females for their outstanding professional achievements in Financial Services. She is grateful to her clients, team, & colleagues for their support.

Susan enjoys spending time with family and friends, travelling, cycling, cross-country skiing, cooking and entertaining with Rick. An avid reader of biographies and cookbooks, her current fascination is developing new variations in taste and texture on her charcuterie boards.

Serving clients with empathy and respect 

Stephen Morson BA, RIAC
Associate Investment Advisor
Tel: 778.541.9923

Stephen focuses on working with the next generation of clients to build financial security and confidence in a complex investment environment. He specializes on strategies for increasing net worth while reducing debt and taxes throughout the critical early years of wealth accumulation.

After receiving a Bachelor of Arts in Political Science from the University of Victoria, Stephen started in the wealth management industry in 2015, joining Morson Carson Wealth Counsel in 2018. He is an Associate Investment Advisor and works alongside Rick and Susan, absorbing decades of knowledge and market experience from them. It’s part of a long-term plan to ensure continuity in the years ahead as Stephen takes an even greater role in the firm and eventually succeeds Rick and Susan. Stephen also has his Responsible Investment Advisor Certification (RIAC), Canada's Financial Industry designation for expertise in Responsible Investing.

Stephen was born and raised on Vancouver Island and has a passion for the outdoors, feeding his adventurous spirit by hiking, skiing, golfing, and playing hockey. Whether hiking the West Coast Trail or scaling new heights on Mount Albert Edward, Stephen always enjoys a challenge.

Debra Nagel
Tel: 778.541.9925

Debra is the front line of client communication, responding to enquiries quickly, booking appointments, and assisting clients with transfers, deposits, account updates, and online access.

With over 11 years of experience as a financial advisor for a major Canadian bank and experience as an administrative assistant, Debra brings knowledge and experience to Morson Carson Wealth Counsel. Debra attended the University of Calgary and is excited about studying the Canadian Securities Course to become an Associate Investment Advisor with the team.

Debra recently returned to the Comox Valley from a challenging 40 days on the Camino de Santiago in Spain, six weeks of backpacking through Europe and touring across 24 states in the USA in a motorhome. When off the road, Debra enjoys spending time with her mom and three lovely daughters (in-person or virtually) and getting outdoors as often as possible.

Tianna F.
Tel: 778.541.9924

Tianna is the newest addition to our team. They will be assisting Debra with front line client communication and offering administrative support to the team. Tianna’s desk is right up front so you will see their smiling face first when you come into our brand new Comox office.

Tianna completed a 2-year diploma at North Island College in Business Administration – Accounting. Outside of school, Tianna has experience in a variety of sectors including Tourism & Hospitality, Not-for-Profit, Retail, and more. This is Tianna’s first role in the world of wealth management and personal finance, and they are thrilled to embark on this journey.

Tianna grew up in the Comox Valley but recently moved back from Montreal. They are excited to be back, closer to family and the outdoor pursuits readily available on Vancouver Island. When not at work, Tianna enjoys playing board games, trying new cuisines, and spending time with their loved ones.