David Mason, CLU, CFP, CHS
David joined Donnelly Advisors Group in 2005 after successfully earning a diploma in Finance from Camosun College. He has a passion for people and receives great satisfaction in helping them navigate the complex world of financial planning and ever-changing financial products.
He is committed to continuing education and maintaining the highest level of professionalism and competence as demonstrated by his outstanding achievements thus far in his career. He holds the Chartered Life Underwriter®, Certified Financial Planner®, and Certified Health Insurance Specialist designations.
David is a member of the Victoria Estate Planning Council and also serves as a Director for the Vancouver Island Chapter of Advocis, The Financial Advisors Association of Canada. Advocis is a voluntary association of financial advisors committed to professionalism, adhering to an established code of conduct, promoting the best interests of consumers and the financial planning profession.
David is an Investment Funds Advisor with Investia Financial Services Inc. He also holds a license for life and health insurance products.
Investment management, retirement planning, estate planning, and financial planning for business owners are areas of David's focus.
David is a married father of one, and lives in North Saanich, BC. In his personal time David enjoys sport fishing, golfing, running and enjoying the outdoors.
David's Personal Achievements
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CLU - Chartered Life Underwriter® Designation
- CFP – Certified Financial Planner® Designation
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CHS - Certified Health Insurance Specialist Designation
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Director – Advocis Vancouver Island
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Member of the Victoria Estate Planning Council
- Volunteer – Young Life of Canada
* Mutual funds provided by David Mason, Investment Funds Advisor
