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, farm transfer planning, charitable giving, life, disability, critical illness and long term care insurance.
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.