Albert Mason, Investment Advisor,Vancouver, BC

Phone

Office

Office Location

700 West Georgia Street Suite 2000 Vancouver, BC V7Y 1A2. map

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.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

My Background

How I Help

My Vision

My Investment Philosophy

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.