Personal Profile

"Following an educational approach to managed money and focusing on how the different investment styles and disciplines complement each other to reduce risk, allows you to stay fully invested when you need to be."  Rick Morson, Vice President, Investment Advisor, CIBC Wood Gundy

I have been an Investment Advisor on Vancouver Island with CIBC Wood Gundy and its predecessor companies for over 22 years. I have been proud to call the Comox Valley home for the past eight years. I believe in contributing both personally and professionally to this remarkable Valley.

As an Investment Advisor, I specialize in Income Oriented investments and have a diverse portfolio of private and public-sector clients. I take an educational approach to advising my investors and clients. Over two decades of experience has taught me that the most successful investors are those who participate in the process and take advantage of the learning opportunities I present through seminars, educational luncheons, and access to CIBC corporate knowledge.  Please click on my Events page to view upcoming educational opportunities.

I participate in a number of local initiatives, and am the Chair of the Vancouver Island Mountain Sports Society (VIMSS), the Director of Marketing for the Organizing Committee for the 2009 International Paralympic Committee (IPC) Biathlon and Cross Country Skiing World Cup to be held in the Valley in March of 2009, and serve as a Director of the Strathcona Nordic Cross Country Ski Club.  Additionally, I am a member of the Strathcona Sunrise Rotary Club and am active with the Comox Valley Chamber of Commerce.

In addition to volunteering my time to many community endeavours I believe it is important to sponsor local events. As part of my commitment to health and wellness, I annually sponsor the Mt. Washington Learn to Ski Program through which some 1,000 local children get an opportunity to learn the basics and safety of Cross Country Skiing, as well as Women's Week at Mt. Washington during which women are encouraged to experience the many ways mountain sports can enhance their lives.

We are at a time of unique financial crossroads and I am here to help support and guide you to ensure your financial success and future. I welcome your inquiries and look forward to meeting you.

Best Regards,

Rick Morson
Vice President
Investment Advisor
CIBC Wood Gundy