Contact

Permanent Address

1785 Comox Avenue
Comox, BC V9M 3L9

Location and parking

Victoria Office

2950 Jutland Road, Suite 400
Victoria, BC V8T 5K2

Location and parking

Sidney Office

2423 Beacon Avenue, Suite 201
Sidney, BC V8L 1X5

Location and parking

Vancouver Office

Guinness Tower, 1055 West Hastings Street, Vancouver, BC V6E 2E9

Location and parking

Team contacts

Rick Morson BA, CIM, RIAC

Senior Portfolio Manager, Senior Investment Advisor

Email

Phone: 778.541.9921

Susan Carson CFP, CIM, CIWM, FCSI, RIAC, RWM

Senior Portfolio Manager, Senior Wealth Advisor

Email

Phone: 778.541.9922

Stephen Morson BA, RIAC, CIM®

Associate Portfolio Manager, Associate Investment Advisor

Email

Phone: 778.541.9923

Debra Scott

Associate, Team Coordinator

Email

Phone: 778.541.9925

Chantelle Blais

Associate

Email

Phone: 778.541.9924

Jill Daly

Assistant

Email

Phone: 778.541.9926

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