Mason Financial - 250-642-0776

Sooke's leading financial planning company specializing in
Financial & Retirement Planning
Investments & Insurance
Employee Benefits

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.