Albert Mason
Investment Advisor
Working together to help you achieve what truly matters to you
Phone
Office Location
My Background
Much of my experience was built in Los Angeles, California, advising high-net-worth individuals and families at J.P. Morgan and Merrill Lynch. I bring over a decade of experience navigating diverse financial needs and market cycles. Now based in Vancouver, I'm proud to combine global expertise with a personal, down-to-earth approach.
Outside of work, I'm a dedicated husband and father, an advocate for wellness, and someone who believes that life should be lived to the fullest-good food, good company, and good conversations included.
How I Help
As your main point of contact at TD Wealth, I coordinate a team of in-house specialists-from tax and estate planning to investment management-so you can benefit from truly holistic advice. Clients can expect clear communication, ongoing education, and a tailored plan that evolves as your life does. I'm available for a quick call, a coffee, or just to answer a question.
My Vision
I believe that true wealth isn't just about numbers-it's about creating freedom and possibilities for you and your family. My goal is to simplify the complexities of wealth so you can focus on what matters most, whether that's growing your legacy, supporting your loved ones, or simply enjoying life.
My Investment Philosophy
My approach is centered on listening first. I take the time to understand your unique story, goals, and values, then craft personalized strategies that reflect your priorities. I believe in being proactive, transparent, and adaptable-balancing risk and opportunity to help you grow and preserve your wealth with confidence.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
