Meet our team

Rick focuses on strategic wealth management for professionals, business owners, and multigenerational families, to create tailored 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 while earning 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. He enjoys spending time with Susan, his children, and his grandchildren and regularly consumes books on history and politics.

Susan focuses on financial planning along with investment and tax strategies to help clients achieve their dreams and goals. For 25+ years, she’s worked with clients to translate their values, needs and desires into a curated wealth plan. She specializes in wealth planning for professional women, physicians and their families, and individuals and couples preparing for and in 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’s engagement in quarterly Strategic Coach workshops for entrepreneurs honed her capabilities to make a real difference in her clients’ lives.

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 passion is developing new variations in taste and nutrition for morning smoothies.

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 ensures a high-level 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 has completed the Canadian Securities Course, and the Conduct and Practices handbook to earn her Registered Representative Designation to become an associate with the team.

Debra now lives in the Comox Valley, having spent some time living in Hawaii. Debra stays active in the community and spends as much time as possible outdoors hiking, biking, and gardening through summer, and dancing and snowshoeing through winter. Debra also enjoys spending time with her mom, three lovely daughters, son in-law, and granddaughter (in-person or virtually).

Chantelle's role as an account administrator allows her to support the team with client documentation, opening accounts, reporting, and organization. She also assists the team with marketing and social media.

With over 15 years in the administrative field, Chantelle prides herself in her efficiency, strong attention to detail, friendly and helpful nature, and a powerful drive to learn and grow in her professional career. Chantelle is a graduate of the Business Administration course at North Island College and 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. When the sun is shining, you can find her walking her dog in the trails, paddle boarding, kayaking, or playing slo-pitch. Chantelle also enjoys reading, crocheting, and boardgames in the cooler weather.

Jill is the newest member of the Morson Carson Wealth Counsel team. With her extensive entrepreneurial experience, she brings a hardworking, organized, enthusiastic approach to her role as Assistant. With a focus on client experience and a can-do attitude, Jill is eager to lend her skills to the team and help achieve excellent service standards and seamless administrative support for clients.

Jill has called the Comox Valley and outer islands home for the last 25 years. She enjoys gardening, birdwatching, hiking with her dog, archery, and raising a happy, healthy chicken flock. Some of her favourite ways to unwind include enjoying a good book and spending quality time with her niece and nephew.