portrait of Michael Mason

About Michael

For me, financial success isn’t about reaching a destination. When done well, financial success is a lifelong process - with advice and strategies that are aligned to your goals and dreams at every step of the way.

In my practice, I primarily help individuals and families who have worked hard to grow their wealth, with their transition into retirement and throughout the chapters that follow. With all my clients, this means that I don’t just help you establish your retirement paycheque; I work with you to build and maintain a comprehensive strategy designed to help protect your wealth, assess risk,...

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Wealth strategies
  • Business owner considerations
  • Wealth protection strategies

Work History

  • Edward JonesMarch 2024 to Current
  • RBC Royal BankMay 2010 to March 2024

Personal Interests

  • Golfing
  • Spending Time with Family
  • Sports Enthusiast
  • Volleyball
  • Pets

Team Members

  • Daphne Lake
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More