Testimonials
C.G. & E.P. of Vancouver, BC say:
"Hi David, Thank you for a fantastic meeting! We left the meeting feeling better about our investments and with a better understanding of the different types of products in our portfolio. We truly appreciate your way of explaining financial jargon in a simple and practical context for non-financial people like us."
Laura Brock of The Focus Group says:
"Hi John. I wanted to let you know how much we appreciate being able to refer our clients to you and your associates. We have heard consistently positive feedback from several clients, both about your professionalism and confidence, and about the quality of service you provide. After meeting with you personally, I was impressed at your passion for providing ethical, high quality service after being in the industry for over 28 years! This is very unusual and is perhaps one of the main reasons you are so good at what you do and have established such a strong reputation in the field. It is a comfort to us to know when we send a client to you for advice, they are in the best care possible.
Thanks again and keep up the great work!"
Tony Zarsadias, The Condo Group, says:
"Hard work, loyalty and attention to detail best describe David Mason. Over the past 5 years, David has been managing several investments for me and my wife. His service is timely, his knowledge superb, and his dedication is always evident. I would recommend David to anyone who needs help planning their financial future."
Kathleen Laverty, Art Dealer and Fine Art Appraiser, says:
"John was able to easily assess my needs, and to supply me quickly with a well organized investment plan that works. His followup information is directed toward increasing my awareness of products that are available and would be applicable to my needs."
Michael Barton, CEO - MBS Video Productions, says:
"David Mason is a true professional. Having been a client of his since 2006, my investment portfolio has dramatically expanded all while feeling extremely supported. He's shown me a very lucrative strategy and has taught me information about investing which I never knew. Something I've found very pleasing about David is he has a consistent level of maturity and professionalism. He's ethical, dependable and very easy to communicate with. In these turbulent economic times, it's so great to have someone on my team who I can trust and depend on."
Pastor Fred & Joan say:
"Professional, gentle, understanding, insightful; he finds solutions to financial problems / potential disasters. His help is setting us free again!”
Annette H. says:
"I would like to thank you for your financial assistance and direction over the past many years. In particular, I wish to thank you for the advice you gave me when I was first faced with a leaky condo. Around 2002, following the news that I was faced with a leaky condo, I was advised from every quarter to foreclose, go into bankruptcy, to forfeit what for me was essentially my retirement savings. I came to see you, asking for your opinion. While bankers, lawyers and bankruptcy trustees gave me no hope, told me it was in my best interest to let the condo go, you said otherwise. You continued to call it a real asset, albeit one with difficulties and told me to hang on.
I watched my municipal property assessment tumble by almost $100,000.00 prior to the repairs. With your encouragement and advice to stay the course, I continued to seek other means of dealing with the financial circumstances surrounding the evaluation and repairs. Following the start of repairs, the value began to recover slowly.
Fast forward to 2006. I just sold my condo having recovered the original purchase price plus the cost of repairs, with a little left over. I garnered a fair bit of equity over the 12 years I owned the condo and managed to sell with a nice nest egg in return.
Without your encouragement and assistance, I might have followed the advice of others. In that case, I would now be close to retirement, facing about 9 years left in the bankruptcy period; my inheritance from my father would have been seized and turned over to the bank and CMHC to pay offtheirlosses; I would have lost more than I could ever have imagined.
I cannot thank you enough for your unbiased and clear-headed thinking at a time when I was emotionally upset and besieged by those who were not acting in my best interest. Without you, I would clearly have paid a dear price for advice from the others in the financial field.
Many thanks for everything."
