Morson Carson Wealth Counsel

05/29/2026

Estate planning isn’t just for your parents.

If you have a job, a bank account, digital assets, or even a pet, you already have an estate. But without a plan, important decisions about your finances, health, and belongings may be left to the courts.

Starting early helps ensure your wishes are honoured, reduces uncertainty, and gives peace of mind to those you care about.

To learn more and read other great articles, visit our resources page: https://morsoncarsonwealthcounsel.com/resources

05/22/2026

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

Joint ownership can be useful in some circumstances, but it can put your estate plan at risk if not handled carefully.

For more information and other great articles, visit our resource page: https://morsoncarsonwealthcounsel.com/resources

05/14/2026

🚲 Just a reminder — Bike to Work Day is tomorrow!
Here’s a throwback to last year when Rick rode the Green Grasshopper to work 🦗💚

Have fun, ride safe, and enjoy the journey!

05/10/2026

Today, we celebrate the steady guidance, quiet strength, and enduring care that shapes families across generations.

Wishing all mothers, grandmothers, and mother figures a heartfelt Happy Mother’s Day 💐

05/08/2026

🌍 Markets bounced back in April — with global stocks rebounding as confidence improved and company earnings came in stronger than expected. U.S. markets led the way, driven by big technology companies, while Canadian markets also moved higher and remain ahead so far this year. Bonds were quieter, as inflation concerns kept interest rates elevated.

🔍 This month’s Investor Strategy, “V is for Victory… for now,” looks at why market recoveries are happening faster, why investors are quick to “buy the dip,” and why long‑term fundamentals matter more than headlines. It also highlights why staying diversified and disciplined matters as risks like inflation and geopolitics remain.

To read more on these topics, please see the May Investor Strategy report here: https://richardsonwealth.com/insights/investorstrategy/v-is-for-victory-for-now/

As we move into May, optimism is back — but volatility may not be far behind. A balanced approach remains key.

🌸 We hope you’re enjoying the spring and the return of warmer days.

While April delivered an impressive rebound for global equities, the combination of geopolitical uncertainty, stretched valuations, and a more fragile macroeconomic backdrop remains front of mind.

05/06/2026

We’re delighted to feature Helen Utsal, an award‑winning contemporary landscape painter living and working on Vancouver Island. Inspired by time spent immersed in Nature, Helen’s work reflects moments of awe, connection, and quiet reflection.

Like original artwork, no two places, or people, are ever the same. Helen’s thoughtful, intuitive process reminds us of the value of patience, intention, and creating something meaningful over time. We’re pleased that a selection of her paintings are now on display in our office, bringing a sense of calm, creativity, and natural beauty into our space.

Explore Helen’s work and follow her journey:
🌐 www.helenutsal.ca
📘 Facebook: Helen Utsal Artist
📷 Instagram: https://www.instagram.com/helen_utsal_fineart

To learn more about our current and previous featured local artists, visit our website: https://morsoncarsonwealthcounsel.com/featured-local-artist

04/24/2026

At Morson Carson Wealth Counsel, we know that meaningful investment isn’t just about portfolios, it’s about people too. That’s why we’re proud to support the Courtenay Elementary Community School Society (CECSS) and their hot lunch and breakfast programs.

When children have access to nutritious meals, they’re better able to focus, learn, and grow, building confidence and resilience along the way. It’s a meaningful way to support families today while helping young minds prepare for what’s ahead.

Programs like this strengthen our community from the ground up, ensuring children have what they need to step forward with confidence, just like the future heroes they are.

Learn more or see how you can get involved:
👉 https://cecss.org/

04/23/2026

Taking advantage of opportunities abroad can be exciting, however whether it's a new career, business venture or lifestyle change. However, leaving Canada can create tax complications you may not be aware of.

Whether you’re planning to move soon or well down the road, make sure you know how a change in residency will affect your tax obligations, investments, and long-term wealth strategy.

https://richardsonwealth.com/wealthstrategies/taxsavings/leaving-canada/

04/17/2026

The first few months of the year have been bumpy. Global events and ongoing inflation concerns caused markets to move up and down more than usual, especially in March. Both stocks and bonds felt the pressure, with U.S. markets struggling more than Canada due to rising oil prices and higher interest rates.

Times like these are a good reminder that short‑term uncertainty is part of investing. Staying diversified (not putting all your eggs in one basket) and focused on long‑term goals is especially important when the headlines feel noisy.

If you would like to read more about these topics, please find our April Investor Strategy here:
https://richardsonwealth.com/insights/investorstrategy/navigate-the-noise/

March was defined by uncertainty, something markets rarely tolerate well, leaving investors with few places to hide.

04/15/2026

As the Canadian tax filing deadline approaches, now is a good time to ensure you have all the information needed to complete your return.

The deadline to file a personal income tax return is April 30.

Investment‑related tax documents can arrive at different times throughout the season, so a quick check now may help avoid last‑minute pressure.

Staying organized and planning ahead can make tax season feel a little more manageable.