Mason Financial

Financial & Retirement Planning | Investments & Insurance | Employee Benefit Plans

Survivor’s Guide eBook

Your partner or loved ones will face many decisions upon your death. This free booklet will help your executor and family members with advice on whom to contact along with information regarding your personal records so that everything they need to settle your estate is in one convenient location. It contains fillable form fields so that you can type in all of your details, save and send to your executor and/or people who will require this information.

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Financial Planner Karen Mason, a woman with long blonde hair, sits in a modern red chair in a contemporary office. She is wearing a blue cardigan, dark jeans, and sandals. Behind her is a wooden desk and a decorative gold vase.

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

Testimonial

"Karen is wonderful! I’ve referred many colleagues over the years and everyone has had such a positive experience."
- Alana Z.
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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.

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Mason Financial

5715 Sooke Road
Sooke, BC, V9Z 0C4

Phone: 250-642-0776
Toll Free: 1-866-888-0557
Email: [email protected]
Web: MasonFinancial.net

Serving the communities of:
Sooke, Langford, Colwood, Metchosin, Victoria, Oak Bay, Royal Oak, Sidney, Brentwood Bay, Vancouver Island, British Columbia

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