Founded by Ron Carson, Carson Group is a prominent financial services firm focused on delivering client-centric financial planning, investment management, and retirement solutions. The firm operates through three main business units: Carson Wealth, Carson Coaching, and Carson Partners, serving individual investors and a network of advisory firms. As part of its fiduciary duty within its wealth management services, Carson Group handles proxy voting on behalf of its clients for securities held in their accounts, though its primary business is not standalone proxy advisory.

Founded in

Canada