• 1-survivors
  • 2-balance
  • 3-unique
  • 4-compass


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 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.

  • financialplanning
  • savinginvestments2
  • estateplanning
  • annuities
  • tax free income
  • incomeforlife



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

  • lifeinsurance
  • criticalillnessinsurance
  • disabilityinsurance
  • longermcare
  • homeinsurance
  • chamberplans
  • employeebenefits
  • businessplanning
  • healthwelfaretrust


Phone: 250-642-0776
Toll Free: 1-866-888-0557
Address: 6689 Sooke Road, Sooke, BC, V9Z 0A5
Mailing Address: PO Box 20001, RPO Sooke Centre,
Sooke, BC, V9Z 1L6

Email Karen: [email protected]