Albert L. Mason

Investment Advisor at Td Wealth Private Investment Advice @TD

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2025 — Present

Investment Advisor at Td Wealth Private Investment Advice @TD

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Vancouver, BC, CA

EDUCATION

2008 — 2012

California State University, Fullerton

Bachelor of Arts (BA), Political Science

SKILLS

StrategySales ManagementBusiness DevelopmentSales ProcessSeries 63BudgetsCustomer ServiceCold CallingPowerpointLeadershipRecruitingSales OperationsCustomer SatisfactionDirect SalesEvent PlanningAnalysisMarketingAccount ManagementMicrosoft ExcelMicrosoft OfficeStrategic PlanningSalesLead GenerationSeries 7SellingSocial MediaSales PresentationsManagement

ABOUT ALBERT L. MASON

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. TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc, a subsidiary of The Toronto-Dominion Les renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociaux Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.

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Albert L. Mason — Investment Advisor at Td Wealth Private Investment Advice at TD in Vancouver, BC, CA | Unifers