Mason Financial
Mason Financial, located in Sooke, BC, is led by Karen Mason, a Certified Financial Planner, Chartered Life Underwriter, and Certified Health Insurance Specialist with vast experience in the financial services industry since 1983. The firm specializes in a variety of financial services, including tax and estate planning, retirement and business succession planning, as well as comprehensive insurance options such as life, disability, and critical illness coverage.
Committed to helping clients navigate financial decisions, Mason Financial also offers resources like a free eBook to assist families and executors in managing estate-related tasks. With a strong reputation highlighted by positive testimonials from clients, the company serves the communities across Vancouver Island, emphasizing a personalized approach to financial planning and insurance solutions.
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