My husband and I first met Chris Mason in 2000. He was referred to us by a contact who knew him. We were immediately impressed by his knowledge and decided to transfer all our RRSP accounts to him. From that time on we met regularly and trusted his advice. Indeed it was good as our account grew steadily over the intervening years!
Things changed drastically on September 15, 2018 when my husband was tragically killed instantly in a road accident. Even though we had always shared financial matters, suddenly I alone had to turn to someone I could trust to help me navigate all the financial implications of suddenly being a widow. There was only one person who I knew I could trust and that was Chris… and that he did. He guided me through the process of transferring joint accounts to my name and how to minimize the tax implications. I have now transferred ALL my financial holdings to Chris as I feel he has my best interest at heart. Also, estate planning is now of prime importance to me and again I have turned to Chris who has developed the expertise to guide me.
Most important in a financial advisor is TRUST and that’s what I have in Chris. Highly, highly recommended.
My husband and I have been using Chris Mason’s financial expertise for over 20 years now. My in laws pointed us in his direction and we have never looked back. He has helped us from starting our RRSPs in our early 20’s, to starting RESP’S for our kids (they have been a life saver in post-secondary financial assistance for sure), to assisting in consolidating group RRSP from job changes. Chris is very knowledgeable and has never steered us wrong in any life changes we have had to make along the way. We highly recommend Chris Mason for all your financial needs from start to finish.
The Bolt Family
I have been a client of Chris for well over 25 years. Chris has guided my financial requirements through the many life changes that I have experienced over the years. Chris has maximized my investment returns, while minimizing income tax implications. It is really refreshing to work with a financial advisor who is truly interested in my financial needs and circumstances. I am very impressed with Chris’ personalized professional service and advice, and has tailored my financial security in retirement. I have cleared my mind of any financial worries working with Chris.
I have known Chris for 30 years. He is a very honest individual and always puts the client's needs first.
He is well organized, considerate, and provides a complete analysis of the client's financial situation. I have absolute confidence in recommending Chris to anyone.
Chris is known by me to be a very upstanding solid citizen. Trustworthy, compassionate and always there to help anyone in a pinch. I would recommend him highly.
The IRP team has always done a wonderful and caring job of looking after the hard-earned investments of my late parents and now me. So glad you are my financial advisors!
My husband and I have been working with Ameen since 2020. We sought out his services to advise us on planning for our financial security before and after retirement. Since that time we have had several meetings which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease.
Ameen always explains everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. His professional advice has already led to significant savings and growth of all our accounts.
I have received excellent advice and guidance from Ameen for all my personal financial planning. Ameen is very thorough in his analysis and recommendations.
I quickly gained a high level of comfort and confidence in Ameen, as he was able to identify and understand my unique financial situation. His advice has been honest, unbiased and helpful.
I would recommend Ameen to anyone looking for a personal financial planner.
When I decided it was time to start my RRSP's, I knew Jason was someone I could look to for financial advice. He's very knowledgeable and versed on different types of investments which allowed me to choose what was best for me and not what would benefit him as my advisor.
He's very personable and made me feel very comfortable from our first meeting. He's great to follow up with me and my current investments every few months to make sure they are still what I want. I would highly recommend his business services to anyone just starting out or who has other investments with other institutions.
I was introduced to Jason through a mutual friend. Just starting my own career, I had many questions for Jason. He was eager to provide me with all of the information I saught, dedicating 100% of his efforts and time to ensuring I set attainable short term and long term goals.
Jason has provided continual and reliable monitoring of my investment choices. I find this extremely helpful as his communication and services continued no matter how far away in the country I was located.
I would recommend Jason's services to any person starting to plan for their future, near or far. He is a loyal, trustworthy, invested individual who actively demonstrates passion for his work and his clients.
For me what sets Jason apart from other advisors, is the long term commitment he has to helping me achieve my financial goals. He is always just a phone call or an email away, and makes every effort possible to keep me up to date on my investments, scheduling regular meetings to review my financial plan and ensuring I'm happy with the results. He consistently demonstrates excellent market knowledge and is able to present this in a clear and friendly manner.
Since day one, he has always advocated the long term approach and my Portfolio has experienced excellent growth as a result. I look forward to continuing to plan my financial future with his professional guidance.