Welcome to Mason FinancialYou 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, CFP, CLU, CHS will provide unbiased, personalized financial advice, solutions, and services that will assist you in achieving your individual goals, financial well being and fulfilling your retirement objectives.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.Mason Financial's comprehensive planning process is designed to establish each client's priorities and implement strategies to meet their goals.Retirement Tax and Estate Planning, Investments, Annuities, Tax Free Savings Accounts, Insurance, Financial Planning for Individuals, Professionals and Business Owners
I help my clients figure out where they are going, and how to get there. My greatest satisfaction comes from seeing my clients reach their goals. This could be buying their first home, retiring comfortably, or creating an estate plan that insures assets will be transferred seamlessly to their loved ones. I enjoy getting to know my clients on a personal and professional level; I show them how having a certified financial planner in their lives means less stress as they experience more guidance in creating the life they desire
The Co-operators Group Limited is a Canadian co-operative with more than $48 billion in assets under administration. Through its group of companies it offers home, auto, life, group, travel, commercial and farm insurance, as well as investment products. The organization protects over 629,000 lives, 800,000 homes, 1.3 million vehicles, 39,000 farms and 197,000 businesses. It insures 175, 000 employees through Group Benefits plans, offers a wide range of Wealth Management products and provides Credit Lfe insurance to 617,000 Canadians.
The Co-operators is well known for its community involvement. As a co-operative insurer, the organization believes it has a responsibility to help build stronger, safer communities by actively supporting distraction-free driving, mental health, flood safety and sustainability.
The Co-operators is listed among the Best Employers in Canada by Aon Hewitt and Corporate Knights' Best 50 Corporate Citizens in Canada.
Hatch & Muir in Victoria provides independent financial advice and will strive to offer you the best solution based on your financial situation. Hatch & Muir offers peace-of-mind with access to investment, insurance and lending strategies to ensure that your wishes are respected and carried out. For more information, please give us a call.
ValleyLife is a Company Built on Service and Values. ValleyLife has been the Cowichan Valley’s Life Insurance and Estate Planning Specialists for over 15 years.
We do the shopping for you. ValleyLife Insurance Solutions is a full service broker providing policies for Life Insurance, Critical Illness, Disability, Health and Dental Plans.
We also specialize in coverage for business partners/shareholders as well as wealth transfer strategies for family run businesses or family property.
My husband and I finally had made getting life insurance a priority, so we made an appointment with Jason Price from Valley Life Insurance.We walked away for the first time from an insurance dealing knowing exactly what we were getting and feeling great about it. Jason explained things in a concise, clear way that was easy to understand. I would highly recommend going to Valley Life Insurance in Duncan. You will be happy you did!Read more
As an insurance advisor with over 30 years of experience in the life insurance industry,
and being committed to helping his clients protect what matters most, Michael Friese
enjoys dealing with his clients all over Vancouver Island. he invites you to call.
The products and services he deals with are:
Life insurance, including Term and whole life, Disability, Mortgage Life Insurance, Critical Illness,
Long Term Care, Life Annuities, RRSPs, RRIFs, RESPs, Segregate, Health & Welfare Trusts,
Employee Group Benefits, Buy-Sell Funding, Key - Person lnsurance, Business Succession Planning,
Charitable Gifting, Estate and Retirement planning.