Mason Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

5715 Sooke Rd, Sooke, British Columbia, ...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Mason Financial

Mason Financial Services, led by Certified Financial Planner Karen Mason, offers a range of financial services including retirement planning, investments, insurance, and employee benefit plans. With over three decades of experience in financial services, the company specializes in tax and estate planning, business succession planning, and various forms of insurance such as life and critical illness. Their intended clients include individuals managing personal finances, as well as businesses seeking employee benefit solutions. The company operates primarily in Sooke and surrounding areas on Vancouver Island, British Columbia.Explore more
Mason Financial's Social MediaPopular SearchesMason FinancialSIC Code 62,628NAICS Code 52,523Show more

Mason Financial Org Chart

PhoneEmail
KM
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Certified Financial Planner

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mason Financial

<$5M
1-10
Private
-
-
KM
Karen MasonCertified Financial Planner
<$5M
11-50
Private
-
-
BS
Brock SchultzFinancial Advisor
<$5M
1-10
Private
-
2002
N/A
<$5M
1-10
Private
-
-
AL
Ardella LittmanOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2000
CH
Cheryl HolubOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mason Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mason Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mason Financial.

Mason Financial Tech Stack

A closer look at the technologies used by Mason Financial

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Frequently Asked Questions Regarding Mason Financial

What is Mason Financial's official website?
Mason Financial's official website is www.masonfinancial.net
What is Mason Financial's Revenue?
Mason Financial's revenue is <$5 Million
What is Mason Financial's SIC code?
Mason Financial's SIC: 62,628
What is Mason Financial's NAICS code?
Mason Financial's NAICS: 52,523
How many employees does Mason Financial have?
Mason Financial has 1-10 employees
What industry does Mason Financial belong to?
Mason Financial is in the industry of: Finance, Insurance, Securities Trading
What is Mason Financial competition?
Mason Financial top competitors include: Buss Financial Group, Money Strategies Financial, Buchholtz Financial Services, Wise Wealth Financial Solutions
What technology does Mason Financial use?
Some of the popular technologies that Mason Financial uses are: Cloudflare Rocket Loader, WordPress.org, Joomla, reCAPTCHA
What does Mason Financial do?

Mason Financial Services, led by Certified Financial Planner Karen Mason, offers a range of financial services including retirement planning, investments, insurance, and employee benefit plans. With over three decades of experience in financial services, the company specializes in tax and estate planning, business succession planning, and various f... orms of insurance such as life and critical illness. Their intended clients include individuals managing personal finances, as well as businesses seeking employee benefit solutions. The company operates primarily in Sooke and surrounding areas on Vancouver Island, British Columbia.Read More

What are Mason Financial social media links?
Mason Financial Linkedin page Mason Financial Twitter page Mason Financial Facebook page
Is Mason Financial a public company?
Mason Financial is private company therefore does not currently have an official ticker symbol
See more information about Mason Financial

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