You may be considering help from a financial planner for a number of reasons, whether it’s deciding to buy a new home, planning for retirement or your children’s education, ensuring you have enough money to last you through your retirement, or simply not having the time or expertise to get your finances in order. Whatever your needs, working with a financial planner can be a helpful step in securing your own financial future. 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’s understanding of the common challenges faced by Canadian tax payers puts her in an ideal position to develop strategies that may lead to enhanced financial success. It is her special attention to the unique circumstances and financial position and goals of each of her clients that sets her apart.
Mason Financial does not represent any single life insurance company, investment firm, bank or trust company. Karen will search the market to find the best product to meet the individual needs of each client.
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