Wealth Manager
Current
May 2024 - Present
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Mason Eggers Email & Phone Number
Wealth Manager. CFA level II candidate
at
RowanOak Private Wealth Counsel
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Manager. CFA level II candidate
Location
Burlington, Ontario, Canada
Who is Mason Eggers? Overview
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Quick answer
Mason Eggers is listed as Wealth Manager. CFA level II candidate at RowanOak Private Wealth Counsel, based in Burlington, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Mason Eggers.
Mason Eggers previously worked as Wealth Manager at Rowanoak Private Wealth Counsel and Executive Assistant at Dr. Alison Montgomery Medicine. Mason Eggers holds Postgraduate Degree, Financial Planning Services from Conestoga College.
Company email context
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RowanOak Private Wealth Counsel
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Profile bio
About Mason Eggers
As a Wealth Manager with a life-long passion for investing and entrepreneurship, I am consumed with a deep curiosity of capital markets, and strive to be a life-long learner.I consider myself to be a highly motivated team player with excellent communication & problem solving skills. With experience in financial planning, sales, entrepreneurship, data management, and customer service, I pride myself on being flexible and always finding a way to deliver value.
Current workplace
Mason Eggers's current company
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6 roles
Mason Eggers work experience
A career timeline built from the work history available for this profile.
Executive Assistant
Current
Dr. Alison Montgomery Medicine
-Bookkeeping and tax preparation-Data entry and file organization-Provide professional customer service to patients
Jul 2020 - Present
Personal Assistant To Chief Executive Officer
May 2022 - Sep 2022
Customer Success & Sales
-Managed the ideation, planning and execution of sales messaging for a new rewards initiative-Identified and nurtured local business partnerships via B2B cold calling -Performed data collection and entry for the onboarding of new client buildings and tenants
Sep 2021 - Dec 2021
Project Member
-Collaborated with team members for project ideation, planning and execution of a socially responsible entrepreneurial initiative and submission for Enactus Regional and National Competition-Wrote, recorded and animated a short promotional video for Access to Aspire initiative-Recorded statement of impact for Enactus nonprofit organization as a Seneca.
Dec 2019 - Jun 2020
Sales Associate / Volunteer Coordinator
Helped lead a non-profit golf fundraiser promotion on behalf of the Juravinski and Princess Margeret cancer centres called Flip the Chip - Fore the Cure-Assisted in creation of seasonal marketing plans to support department and divisional strategies implemented across Ontario-Applied excellent communication skills and ability to establish rapport to close.
May 2018 - Sep 2018
3 education records
Mason Eggers education
Postgraduate Degree, Financial Planning Services
Bachelor'S Degree, Business Management
Bachelor Of Technology - Btech, Biotechnology
FAQ
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Quick answers generated from the profile data available on this page.
What company does Mason Eggers work for?
Mason Eggers works for RowanOak Private Wealth Counsel.
What is Mason Eggers's role at RowanOak Private Wealth Counsel?
Mason Eggers is listed as Wealth Manager. CFA level II candidate at RowanOak Private Wealth Counsel.
Where is Mason Eggers based?
Mason Eggers is based in Burlington, Ontario, Canada while working with RowanOak Private Wealth Counsel.
What companies has Mason Eggers worked for?
Mason Eggers has worked for Rowanoak Private Wealth Counsel, Dr. Alison Montgomery Medicine, Hj Group, Hilo, and Enactus Seneca.
How can I contact Mason Eggers?
You can use AeroLeads to view verified contact signals for Mason Eggers at RowanOak Private Wealth Counsel, including work email, phone, and LinkedIn data when available.
What schools did Mason Eggers attend?
Mason Eggers holds Postgraduate Degree, Financial Planning Services from Conestoga College.
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