Mary Mason created Your Estate Matters Ltd. because she saw the need for a more personalized approach to navigating the complex world of Estate and Trust planning and administration.
At Your Estate Matters Ltd, we understand that estate planning for a worry-free future is everyone's wish and we are dedicated to making that wish affordable for all our clients.
Your Estate Matters Ltd. services a wide range of client needs. Regardless of the size of your estate or the complexity of the plan you need to complete for your family, we ensure every client receives personal care from a committed, professional estate planner. No estate is too big or too small for Your Estate Matters Ltd. Our goal is to simply help create a plan for all clients.
Call us now, and see how affordable a worry- free future can be when you trust us with what really matters.
"I am proud of the dedicated service I have provided to my many clients over the years and of the peace of mind I have brought to them and to their families."
"I'm dedicated to helping my family as much as possible after I am gone."
Everyone would like to have a worry free future. Unfortunately, we can't control everything that comes along in life but we can help you have the peace of mind of knowing that you put all the planning in place to ensure you have left an Estate that is well thought out, designed to meet your objectives and reduce family conflict as much as possible. Your Estate Matters Ltd. is dedicated to helping you achieve all that you can for your family with ease and comfort.
I have over 20 years experience in the specialized field of estate and trust administration and planning. I am a Trust and Estate Practitioner (TEP), whose other professional accreditations include: Member of the Trust Institute (MTI), Certified Financial Planner (CFP), Fellow of the Canadian Securities Institute (FSCI) and a Certified Cash Flow Specialist (CCS).
Over the course of my career, I have worked for large institutions such as Royal Trust, BMO Nesbitt Burns and MD Private Trust Company. Now is the right time for me to focus my attention on what has always mattered most to me; my clients.
Your Estate Matters Ltd. gives me the freedom to provide personalized, compassionate service to clients looking for a simplified approach to estate planning, organizing and administration.
I know that estate planning and the administration of an estate or trust can be overwhelming, but I have helped hundreds of people from diverse backgrounds successfully plan or administer their estates and I will do the same for you.
I am committed to working closely with you to ensure your individual goals are professionally represented in your estate and trust planning so that you can have peace of mind.
I look forward to being your partner on your estate planning journey.
Mary L. Mason
B.Comm.,M.Ed.,TEP, MTI, CFP, FSCI, CCS