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Courtenay
635 Fitzgerald Avenue
Suite 101
Courtenay, British Columbia
V9N 2R4
Map Link
Tel: (250) 703-5380
Toll Free: +1 (888) 672-0922
Fax: (250) 338-2320

Rick Morson

Investment Advisor, Vice-President

BA

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Tel: (250) 703-5383
Toll Free: +1 (888) 672-0922
Fax: (250) 338-2320
rick.morson@cibc.ca

Rick Morson

Titles & Designations

  • Investment Advisor
  • Vice-President
  • Bachelor of Arts

Languages Spoken

  • English

Specialties

  • Equities
  • Preferred Shares
  • Corporate Bonds
  • Government Bonds
  • Fee-based Accounts
  • Managed Money Accounts
  • Annuities
  • Insurance
  • Retirement & Estate Planning Services
  • Financial Planning Services

Licensed In

  • British Columbia
  • Alberta
  • Manitoba
  • Ontario
  • Quebec

Reports

Insurance

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Investment Consulting Service

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Financial and Estate Planning

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Registered Products

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Renaissance Investments

The Renaissance Optimal Income Portfolio and the Renaissance Corporate Bond Capital Yield Fund can offer you a regular stream of tax-efficient income along with growth potential.
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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.