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Masson Wealth Management

The right advice that simplifies your life 

Change is one of the few constants in life. Planned milestones like retirement, a new baby or selling a business can intersect with financial windfalls, disability or divorce. At Masson Wealth Management we see change as an opportunity. Transitions in life and business give us a chance to review our plans and adjust to keep up with our ever-changing lives.  

For 25 years, we’ve become a trusted guide to successful families through moments like these. Offering advice through death, unemployment, and divorce and through positive points of transition like pay increases, retirement, bonuses and buying or selling a business.

Our strength lies in taking the time to understand what drives you — what you value and where you want your life to take you. These ideas are foundational, they guide the way we structure your portfolio and inform the solutions we put into place to protect your wealth and optimize tax and estate planning. We aim to create a unique financial roadmap for you that is always up to date and recognizes milestones along the way. 

Let us help you turn uncertainty into opportunity. Contact Masson Wealth Management today.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

2023 year-end tax planning checklist 

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances. 

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Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

8 April 2024
Dividend disruption
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25 March 2024
Has anyone seen my IPO?
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Investor Strategy

April 2024
The importance of asking ‘why’?
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