Morson Carson Wealth Counsel

09/01/2026

We're excited to have the beautiful artwork of Martha Jablonski-Jones on display in our office as part of our Featured Local Artist Program.

Martha's artwork reflects the places and scenery that surround us, celebrating both the natural and everyday beauty of life on Vancouver Island. Her paintings add colour, character, and inspiration to our office, and we're thrilled to feature her work.

If you're in Comox, we'd love for you to stop by and enjoy Martha's paintings in person. You can also view her artwork online and learn more about her at MarthaJonesArt.com.

🖼️ Learn more about our Featured Local Artist Program: https://advisors.richardsonwealth.com/morson.carson/featured-local-artist

08/28/2026

According to some estimates, 70% of wealthy families will lose their wealth by the second generation, and 90% will lose it by the third.

What does creating a strong plan for wealth transfer look like as you navigate the complexities of this significant life event?

Read more about Preparing the Next Generation for Wealth here: https://morsoncarsonwealthcounsel.com/preparing-the-next-generation-for-wealth

08/25/2026

💡 We thought it only fitting that we bring attention to National Financial Awareness Day!

A few fun financial facts:
📈 Many millionaires aren't high earners. Studies have found that a large percentage of millionaires built wealth through disciplined saving, investing, and living below their means, rather than earning exceptionally high salaries.

🎯 People with written financial goals are more likely to follow through on them. Simply writing down goals can increase the likelihood of taking action.

💰 Time beats timing. Someone who invests earlier can often end up with more money than someone who invests larger amounts later, thanks to compound growth.

Today is a great reminder to check in on your goals, review your plan, and make sure your money is working as hard as you are.

08/20/2026

How will you relax and reset for the 2nd half of 2026?

We recently had a great week travelling across Canada to visit with family and friends. We were able to catch up, have fun, & relax while enjoying some nice weather! As the saying goes, "You can't pour from an empty cup." These weeks away allow us to find connection, renewed energy, and calm in a busy world. By taking the time to refill our cups, we return refreshed and better equipped to better serve our clients and prioritize their most meaningful goals.

We are back in the office and energized for the back half of 2026!

We'd love to hear how you unwind!

08/07/2026

July reminded investors that markets don't move in a straight line. While Canadian equities continued to gain strength, U.S. technology stocks faced pressure as investors reassessed AI-related expectations. Despite market volatility, corporate earnings remained resilient, highlighting the strength of the broader economy.

Our latest Investor Strategy: Extra Time, explores the growing gap between strong company results and market sentiment, along with the outlook for AI investments, gold, and gold equities.

🔗 Read the full Investor Strategy here: https://richardsonwealth.com/insights/investorstrategy/extra-time/

08/03/2026

Happy BC Day! 💙💛

Today we celebrate the incredible beauty, vibrant communities, and unique spirit that make British Columbia such a special place to call home.

From the mountains to the coast, we wish everyone a safe, happy, and memorable BC Day with family and friends.

07/24/2026

✈️ Planning a getaway this summer? 🌴
Whether you're heading abroad or staying closer to home, a little financial prep can help you relax and truly enjoy your time away.

Here are a few quick travel tips to keep things stress-free:

💳 Cards vs. Cash
Bring a mix of both. Credit cards are convenient and secure, but cash is still useful for smaller purchases, tips, or places that don’t accept cards.
https://www.nerdwallet.com/ca/p/article/finance/cash-or-card-better-way-to-pay-while-travelling

💱 Watch Foreign Transaction Fees
Many Canadian cards charge around 2.5% on purchases made in foreign currencies, it can add up quickly if you’re not aware.
https://exiap.ca/guides/foreign-transaction-fees

🛡️ Travel Insurance Matters
Even within Canada, your provincial health coverage may not fully protect you outside your home province—and unexpected medical or travel costs can be significant.
https://www.manulife.com/ca/en/about-us/news/manulife-data-suggests-canadians-are-unaware-of-insurance-needs-for-trips-within-canada

📦 Pack Smart
Keep important documents (passport, insurance, itinerary) in your carry-on and save digital copies for peace of mind.

The best trips are the ones where you can unwind without worry, planning ahead can make all the difference. 🌍 Safe travels and enjoy every moment!

07/17/2026

🌱 Supporting Youth in Our Community

At Morson Carson Wealth Counsel, we’re proud to support Foundry Comox Valley, a vital resource helping youth aged 12–24 access mental health care, substance use support, primary care, and more, all in one place.

By removing barriers to care, Foundry is making a meaningful difference in young people’s lives and helping build a healthier future for our community. 💚

👉 Learn more: https://www.facebook.com/foundrycomoxvalley

07/10/2026

📈 What’s really driving markets right now? It may not be fundamentals.

This month’s Investor Strategy: Technically Speaking explores how market momentum and investor flows are increasingly influencing asset prices, often having a greater impact than traditional valuation metrics. The report also examines the growing concentration within the Canadian market, where financial stocks now represent an unusually large portion of the TSX, and why shifts in investor behaviour can quickly change market leadership.

📖 Read the full July Investor Strategy report here: https://richardsonwealth.com/insights/investorstrategy/technically-speaking/

The first half of the year has shown the market’s ability to navigate uncertainty. Despite periods of volatility, equity markets have continued to deliver solid gains.

07/08/2026

🎶 FREE live music by the marina every Friday this summer! ☀️

Looking for a fun way to kick off the weekend? Downtown Comox is hosting Float Your Boat Fridays, featuring free live music, local artisans, and a vibrant waterfront atmosphere every Friday through August 28. 📅 The next concert is this Friday, July 10.

🪑 Need a chair? We have a limited number of folding chairs available to borrow. Call 778-541-9920 to reserve yours and pick it up at our Comox office: 1785 Comox Avenue, Comox.

🎵 View the full lineup here: https://www.comoxbia.ca/float-your-boat-fridays