Carson is an Associate Financial Advisor and Assistant Branch Manager at Snowbirds Wealth Management. His primary focus is on assisting clients with the difficulties of cross-border wealth management, and he has developed an expertise in the cross-border wealth management area as he is licensed in both Canada and the United States.
Snowbirds Wealth Management specializes in assisting Americans moving to and residing in Canada, as well as Canadians returning to Canada after working in the United States. By collaborating closely with cross-border accountants and estate planning professionals, the team provides tailored investment solutions to minimize the tax burden when moving assets across borders.
Carson earned a Bachelor of Arts degree with a concentration in business from Lindenwood University in St. Louis, Missouri. He has also earned the Chartered Investment Manager (CIM) designation along with the designation of Chartered Retirement Planning Counselor (CRPC), which means he has an in-depth knowledge of his clients' needs both before and after retirement. Carson remains dedicated to continuous learning. He actively seeks out new knowledge and innovative approaches that can enhance the value he provides to his clients.
Carson firmly believes in establishing long-term relationships with his clients, taking the time to understand their aspirations, and crafting financial solutions that align with their unique goals. His commitment to his clients' financial success is unwavering, and he strives to deliver the highest level of personalized service.
Carson resides in Coquitlam with his wife Chelsea and their two sons, London and Harper. When he is not assisting clients or contributing to the community, Carson enjoys spending quality time with his family. He also finds pleasure in activities such as playing golf and hockey, which further enrich his life outside of work.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.