Testimonials

Chloe T. wrote...

My appointment with Karen Mason was stimulated by a Business group I attended where the next step was to take action regarding my stalemate with handling finances. Karen came highly recommended as a dynamic, professional compassionate person by a group member. Our initial phone conversation was fun and with her colorful, confident presence I liked her right away. What could anyone do to help my pitiful situation, modest income, a permanent renter, scraping savings out of my pay so I can fix my car and get away once a year. Karen quickly and with genuine attention to my needs and situation gave me hope. Hope that I could do things a different way, that I was not stuck and made suggestions for tools I could use to that end. I couldn't have asked for more. Thank you Karen for helping me take the next step with hope and promise.

Alana Z. wrote...

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

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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