David Mason, CLU, CFP, CHS, CIM

Financial Advisor

David specializes in insurance planning for shareholder agreements, individual pensions, wealth management & estate planning solutions for private business owners and professionals. He holds the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and Chartered Investment Manager (CIM) designations. He is a proud member of the Conference for Advanced Life Underwriting (CALU) and Advocis (The Financial Advisors Association of Canada).

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