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Richard B. Mason, CFA, FEA

Vice President, Senior Investment Counsellor

Tel: 416-359-7400
Tel: 647-290-4251

Richard B. Mason, CFA, FEA
Alex Shurben, CFA
Hira Vajoo

Address
100 King St W
40th Floor
Toronto, ON
M5X 1H3

Other Locations

1 First Canadian Place
100 King Street West, 42nd Floor
Toronto, Ontario
M5X 1H3

Contact Me

About Me

As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. 

I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money. 

Then, with a passionate, diverse team of wealth management professionals, I create a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions. 

This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success. 

With 30 years of investment management experience, I joined BMO Private Wealth in 2007. I have an Honours BCom degree in Finance from McMaster University and hold the Chartered Financial Analyst professional designation as well as the Family Enterprise Advisor designation.