Albert Mason
What Sets Me Apart
My background includes advising high net worth individuals and families at respected institutions such as J.P. Morgan and Merrill Lynch, experiences that shaped how I think about wealth, strategy, and client care. After relocating to Vancouver several years ago, I brought that experience into my work with Canadian clients in a way that feels practical, thoughtful, and personal.
I believe what clients tend to appreciate is that I bring a broader perspective while keeping things grounded and easy to understand. My experience in the U.S. gave me exposure to sophisticated wealth conversations, and today I use that lens to help Canadian individuals and families make informed decisions with greater clarity and confidence.
Wealth advice should feel human
Clients should feel comfortable asking questions, understand the reasoning behind the strategy, and know they have someone in their corner who genuinely cares. My role is to simplify the moving parts, connect the right pieces, and help people feel more organized and confident about where they are headed.
Managing Uncertainty
The truth is, markets will always have their ups and downs. But with a solid strategy and the right advice, you can navigate uncertainty with more confidence.
If you’re feeling concerned about the market or just want to review your plan, let’s talk. I’m here to help you stay on track.
Estate Planning Basics
When people hear estate planning, they often think it’s just about having a will. But really, it’s about creating a plan that helps to protect the people and the future you care about most. A complete estate plan can include a will, powers of attorney for health and property, trusts, and even instructions for things like your digital assets.
If you’re unsure where to start, or if your documents are due for a refresh, together with TD specialists we can help you build a plan that fits your life and your goals.
Understanding Tax Planning
Does tax season make you nervous? It can feel like a heavy lift, but it doesn't have to be.
If you have any questions or if you're looking for additional guidance, feel free to reach out to a professional like myself who can walk you through every step.
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.
