Susan Carson, CFP CIM CIWM RIAC FCSI Portfolio Manager, Investment Advisor
101 - 635 Fitzgerald Avenue V9N 2R4 Courtenay, BC

Check out our latest blog post "The Country Mouse and the City Mouse" which discusses urban and rural living. https://woodgundyadvisors.cibc.com//4043262-The-Country-Mo

Digging into trends behind Canada’s surprisingly strong real estate market, CIBC's Ben Tal cautions that in the very near term, the housing market will slow down. However, it’s likely to pick up again this spring and summerespecially condos.

Last year showed us the importance of human connection, and most of us are aching to spend in-person time with our colleagues when it’s safe. Let’s make it more than okay to take a (lunch) break, whether we choose to spend it eating or going for a walk.

You are what you do, not what you say you'll do. #MondayMotivation

Researchers find that managers all too often skip these important steps when they’re writing performance reviews or recommendations for women. So when a woman in your organization shines, do everyone a favour and follow these three pieces of advice.

#TerminologyTuesday What is Asset Allocation? It is the process of dividing investments among cash, income and growth buckets to optimize the balance between risk and reward based on investment needs. #MorsonCarsonAdvisoryGroup #InvestmentKnowledge

Having constant access to food, and being more stressed than usual can be a recipe for overindulgence or overeating. Here are four tips from a registered dietitian to help keep you on track.

Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time. #MondayMotivation

If you owe back taxes to the Canada Revenue Agency and hope to avoid paying up by simply transferring your assets to your spouse, partner or relative, be forewarned the taxman can seek the funds directly from your relative.

Whether we are aware of it or not, women have major financial power and opportunity to make an impact around the world. Why? Here are just a few reasons.

#TerminologyTuesday What is a preferred share? It is a class of stock that entitles the owners to a stated dollar value per share in liquidation and a fixed dividend paid ahead of the company’s common shares. They are generally considered income investments.

With everyone at home and seemingly nowhere to fly - or having no desire to fly without a vaccine - foregoing vacation may be tempting. But here's why it's still important to take the vacation time you deserve.

Opportunity is missed by most people because it's dressed in overalls and looks like work. #MondayMotivation

The Morson Carson Advisory Group are proud sponsors of the Comox Valley Raise a Reader Campaign. This year, more than ever, our community needs our support. We believe literacy will pay big dividends for generations to come. Please visit https://www.cvllc.ca/raiseareader for information.

#TerminologyTuesday What is cash? It is considered coins or currency that can be used in exchange for goods or services. In terms of a portfolio, cash can also be used to indicate money that is easily accessible and can be quickly turned into physical cash.

CIBC Asset Management's Amber Sinha reveals why markets outside of North America may present potential for investors and what investors should keep an on eye in the coming months.

As humans, we’re programmed to find a sense of belonging and connection. By integrating in some social interaction into the structure of your workday, you can keep yourself mentally and emotionally healthy as you get things done.

Hard work without talent is a shame, but talent without hard work is a tragedy. #MondayMotivation

Many investors have fled to gold as a safe-haven asset while others are wondering where to turn. CIBC's Craig Jerusalim suggests investors will likely benefit from having some exposure to gold when properly incorporated into a well-diversified portfolio.

#TerminologyTuesday A bond is a certificate which is evidence of a debt on which the issuer promises to pay the holder a specified amount of interest for a specified length of time, and to repay the loan on its maturity. They are issued by corporations as well as by governments.

The Pandemic has altered the way we live our lives and our coffee habits are not exempt from this change. #MorsonCarsonAdvisoryGroup https://woodgundyadvisors.cibc.com//b/2324330-Coffee-Habit

While the stock market has made a v-shaped recovery since the COVID-19 lockdown, the economy continues to lag. CIBC's Craig Jerusalim provides tips for navigating the current market environment and explains why the stock market's outperformed the economy.

This Summer has been screen-soaked. From virtual camps and online summer school to chatting with friends, the onslaught of screens on children has been relentless and, to a large extent, unavoidable. Here's how you can help wean your kids off screens.

An Ontario Medical Association (OMA) analysis has found a 15.6% unexplained pay gap between female and male physicians. This makes our careful financial planning all the more important for our female physician clients! #healthcareprofessionals #doctors #financialplanning #morsoncarsonadvisorygroup https://medicalxpress.com//2020-08-physician-billing-revea(OMA,%2Dto%2Dapples%22%20comparison.

You will never have this day again, so make it count. #MondayMotivation

Responsible investing takes on a new level of focus at Brookfield Asset Management with the hiring of Mark Carney, ex-head of the Bank of Canada and the Bank of England. With Mr. Carney’s new role as the Vice-Chair and Head of ESG and Impact Fund Investing at Brookfield Asset Management, he will be able to leverage his long-term advocacy for action on climate change and will help accelerate change at BAM and across Canada. .https://www.cbc.ca/news/business/brookfield-carney-1.5700287 #responsibleinvesting #RIAC