|
|
 |
 Karen Mason is a Certified Financial Planner, a Chartered Life Underwriter and a Registered Health Underwriter. 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.
|
|
|
|
