Business Succession And Protection Planning

Businesses are threatened for a number of reasons, including lack of planning, poor management, inadequate funds, downturns in economy, debt overload, or the owner or a key person becoming disabled or dying prematurely.

A financial planner can show cost-effective solutions for many situations that could threaten a small business and the income of the owner. They can provide the business owner with income replacement strategies, retirement planning, business loan protection, buy-sell funding, tax advantaged investing and key person insurance for the loss of a key employee.

A close-up of a beige compass with a green needle pointing towards the word "STRATEGY" in bold green letters. The compass design suggests direction and planning.

Financial planning can be used to protect the interests of a small business owner to ensure the continued operation of the business itself. It can provide security for creditors during a period of change. Proper planning offers assurance that the business can continue even if a key employee or the owner departs or becomes disabled.

Contact Us

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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