Rick Morson
|
|
Meet The Team
Rick Morson
As an Investment Advisor with over 22 years experience in the financial services industry, Rick specializes in financial planning for affluent individuals and small business owners to ensure their investment planning is geared towards their risk tolerance level, investment goals and cash flow requirements. At CIBC since 1989, Rick was appointed Vice-President in 1994.
Our Partners
Jack Rekis
Jack Rekis is the Estate Planning Specialist at CIBC Wood Gundy based in Victoria. As an accountant he has a background in tax and 20 years in financial services. He built a tax practice in Kelowna, B.C. where he developed an appetite for financial planning for retirees. Jack has been a securities investment advisor and more recently the BC director of a Canadian life insurance company where he also worked with the tax and estate focus group, developing annuity income and estate strategies. He is a member of the Society of Management Accountants of BC. "I believe life insurance and annuities have an important role in Estate Planning, which is the efficient distribution of your final assets in a way that minimizes income taxes. In other words, less money paid to CRA and more for your heirs. This is where life insurance and annuities fit like a glove". Outside the office, Jack enjoys tennis, family and travel.
The Investment Consulting Service (ICS) program allows you to benefit from custom-built portfolios that are tailored to meet your unique investment objectives and risk profile.
Can you take the vacation you want every year? Will you be able to retire and maintain your existing lifestyle? Would the people you care about be looked after financially if anything should happen to you?
Life Insurance forms the foundation of any comprehensive financial plan. A well-constructed life insurance policy can offer you peace of mind that your family will be looked after, or that your business is protected, when you die.
|
