David Mason, CLU, CFP, CHS, CIM

David has been praised for his ability to communicate straightforward solutions to complex planning issues. He specializes in insurance planning for shareholder agreements, individual pensions, wealth management & estate planning solutions for private business owners.  David holds the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and Chartered Investment Manager (CIM) designations.  He is a member of the Conference for Advanced Life Underwriting (CALU)Advocis (The Financial Advisors Association of Canada) and the Estate Planning Council of Victoria.  David has also been selected to serve as an Insurance Consultant to Richardson Wealth – Canada’s largest independent wealth management firm where he works closely with Investment Advisors and Portfolios Managers to address the insurance needs of their High Net Worth and Ultra High Net Worth clients.

Before beginning his practice, David played collegiate golf at Camosun College and the University of Texas at Brownsville before returning to Camosun College to earn a Diploma in Finance in 2005.

David is an active member of his community.  He currently serves as a member of the Salvation Army Advisory Board and is a past board member of the Vancouver Island Chapter of Advocis.  He is also an active supporter of Young Life of Canada.

Away from the office, David can usually be found road cycling, fishing or enjoying the Saanich Peninsula with his wife and two young children.

* References available upon request. 

Don’t just take our word for it…

Here's what others have to say.

"I have the utmost confidence that David has taken the time and care to ensure that my family’s best interest is taken care of.  He seems to do all the work behind the scenes so I don’t have to, which is a huge load off for me.  If you’re looking for someone with integrity, I would highly recommend him."


Dr. Bryn Bentham | Spokes Clinic Inc.

"Working with our corporate lawyers, David provided insight and a much more in depth explanation of certain provisions in our shareholder agreement. My business partner and I really enjoyed working with David and believe he would be a great advisor for those needing help in these areas."


Kelly Mouillierat, Owner | Canadian Image Customs Ltd.

"David is a complete professional. We feel very fortunate that David has maintained a valued relationship with us. His professional, ethical and caring demeanour elicits trust and respect and it is an easy decision to recommend David to family and friends."


Barry & Robin Funk | Surrey, BC

"It is an absolute pleasure to work with David. He provides clarity and answers questions in a straight forward and easy to understand fashion. David’s professionalism, wealth of knowledge, and commitment to client satisfaction make him an essential asset in our business."


Michael Brook, CIM  | Portfolio Manager, Investment Advisor | Richardson Wealth

"A master of his craft."

John Anderson, Owner/Operator | Supplement King - Kelowna | Victoria | Regina | Moose Jaw

"David speaks to every issue with a depth of knowledge beyond his years and a level of professionalism rarely seen in this day and age. We have put our full confidence in him and have been impressed on every level."


Mike Wiggins, CEO | Rotor Maxx Support Ltd.

"David's passion for his work and commitment to client satisfaction is unquestionable. He's been great to work with and always keeps us updated in a timely manner on all our affairs.  Highly recommended."


Phil Hogan, CPA, CA | Partner, Hutcheson & Co.

"David's kindness and business acumen has taken a heavy weight off my shoulders. My family feels very fortunate that he is in our lives. I highly recommend him."


Eve Roblin, Owner | Richard Roblin Fine Arts Inc.

"He is knowledgeable, thorough, and really keeps client needs at the heart of this recommendations.  David is highly professional, very responsive, and always looking to further strengthen his understanding of tax and related issues that impact his clients.  He is a pleasure to work with."


Michael Stubbing, CPA, CA, CFP, TEP | Tax Partner, Grant Thornton LLP

"I have worked with David on a professional level to assist clients and as well personally for my own family's financial planning. David is professional and knowledgeable about insurance and its interaction with tax, estate planning, and financial issues.  I appreciate David's critical thinking and care in everything that he does. I would trust him to advise my clients, family and friends."


Jennifer Reid, CPA, CGA, TEP | Senior Manager, National Tax Office | RSM Canada

The legacy you envision is within your reach.

Let's get started.