|Karen Mason is a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist. She has been involved in Financial Services since 1983. Her background includes management roles such as trainer of financial advisors and development manager. She has worked extensively in the fields of tax and estate planning, retirement planning, business succession planning, farm transfer planning, charitable giving, life, disability, critical illness and long term care insurance.
Karen’s understanding of the common challenges faced by Canadian tax payers puts her in an ideal position to develop strategies that may lead to enhanced financial success. It is her special attention to the unique circumstances and financial position and goals of each of her clients that sets her apart.
|“Karen Mason is a very energetic business woman, highly knowledgeable in all financial matters, a networker extraordinaire. Karen Mason is actively involved in numerous local organizations in Sooke and always ready to volunteer her time, energy and knowledge. She is a great mentor and a team player. I would highly recommend Karen Mason."
Co-owner Sooke Harbour House,
1528 Whiffen Spit Road, Sooke, BC V9Z 0T4 March 10, 2010
|“I went to see Karen under the auspices of simply doing up a monthly budget to see how that would reconcile with my long term financial planning. Her keen incite and understanding of so many facets of the financial world led me be able to do a buyout on and keep my home. The prospect of losing my home had been a huge concern for the previous year, so you can only imagine my relief! Had I not made this appointment a For Sale sign would be sitting at the bottom of my driveway right now.
I am forever grateful to Karen and so respectful of her integrity and “smarts” in this field of financial planning, insurance and investment.
|“When we purchased our second home three years ago, we began to search for a dynamic and progressive financial advisor with whom we could work cooperatively. When we met Karen Mason, we knew we could trust her and the advise she was offering. Our main need at the time was mortgage insurance, longterm and critical illness insurance. Both my husband and I were impressed that Karen was able to provide us with the best suited package for our current needs.
One of the many things that we appreciated about Karen was her honesty and professionalism. We appreciate the fact that Karen is local to Sooke and supports Sooke residents and our local economy.
We have enjoyed Karen's courteous service which is always clearly and carefully tailored to our needs and personal concerns. Her hours are flexible and offers the best care and concern for her client base.
I would have NO hesitation in recommending Mason Financial - Karen Mason to clients looking for investments, personal insurance needs, or personal wealth advise."
With Best regards, Kari Ossetlon
|“My husband and I had been looking for a conservative
investment product in order to create a retirement income
We were very hesitant to make any changes, as our
experiences with investment advisors have been more
negative than positive until we met Karen Mason.
She was able to put us at ease with her honesty, integrity
and expansive knowledge of financial products. Karen went
to great lengths to answer all of our questions in depth.
She also does not hesitate to network with other advisors
to provide a comprehensive portfolio review for her clients.
We would recommend Karen to handle anyone’s financial needs
or retirement portfolio due to her ethical approach with
her clients. She has made our investment decisions much
easier with her warming and caring manner."
Trudie and Richard Hobday