WHAT WE DO

You may be considering help from a financial planner for a number of reasons, whether it’s deciding to buy a new home, planning for retirement or your children’s education, ensuring you have enough money to last you through your retirement, or simply not having the time or expertise to get your finances in order. Whatever your needs, working with a financial planner can be a helpful step in securing your own financial future.

Karen Mason, CFP, CLU, CHS will provide unbiased, personalized financial advice, solutions, and services that will assist you in achieving your individual goals, financial well being and fulfilling your retirement objectives.

Mason Financial does not represent any single life insurance company, investment firm, bank or trust company. Karen will search the market to find the best product to meet the individual needs of each client.

Mason Financial’s comprehensive planning process is designed to establish each client’s priorities and implement strategies to meet their goals.

Retirement Tax and Estate Planning, Investments, Annuities, Tax Free Savings Accounts, Insurance, Financial Planning for Individuals, Professionals and Business Owners.

Mason Financial Services, Estate Planning, Insurance and Health, Business Services, Sooke, Victoria, Vancouver Island, British Columbia

About Karen Mason

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 and protection planning, life, disability, critical illness and long term care insurance.

Financial Services

Karen Mason is highly experienced in helping you to define your unique financial goals and priorities and uniquely qualified
to design and execute a strategic plan that will allocate your investments in ways to help you meet them.

Insurance Services

Insuring yourself, your home and business against life’s inevitables is crucial, especially when you have a family and assets you need to protect.

DESIGNATIONS

Certified Financial Planner, CFP™

The Certified Financial Planner (CFP™) designation is an internationally recognized standard for financial planning. It is granted by the Financial Planners Standards Council (FPSC). The CFP®registered certification marks identify individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC). For more information go to: http://www.fpsc.ca

Chartered Life Underwriter, CLU

The Chartered Life Underwriter (CLU) is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer. For more than 80 years, theCLU designation has been widely recognized as a mark of excellence in the industry. For more information go to: www.advocis.ca

Certified Health Insurance Specialist, CHS

A CHS (Certified Health Insurance Specialist) is a professional financial advisor specializing in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals. The CHS is the only designation in Canada denoting specialized knowledge in all areas of living benefits and is the premier credential in the health insurance industry.