Meet Mark Matsumoto, CPA-CA, CFP, CPA

  • Independent financial planner since 1991
  • Makes financial planning simple.
  • Specializes in mutual funds
  • Prepares custom financial plans, manages investments, prepares tax returns
  • Clarifies Your Pension Option decisions
  • Solutions for tax issues for individuals, business owners and estates
  • Sells mutual funds for 0% commission!
  • Recommends concentrated portfolios holding a very limited number of funds
  • Advises on various investment, insurance and estate planning issues, tax issues and concerns, wills, trusts, charitable giving & powers of attorney, as required.

Planning Made Simple!



  • Mutual fund investing
  • Comprehensive financial plans
  • Pension Option consulting
  • Retirement planning
  • Tax and Estate Planning
  • Life, Disability, Health Insurance
  • Group RRSP, DPSP, Pensions
  • Group Benefits
  • Tax Consulting & Return Preparation

Mutual Fund Investing

  • Independent mutual fund sales rep with Investia Financial Services Inc.
  • Funds sold on Front end 0% basis
  • Recommends using very few funds – main fund is Edgepoint Global Portfolio
  • Advises individuals and administrators of group RRSP’s & Pensions
  • works at simplifying your investments


  • Consensus of speakers at recent Investia conference was that stocks will continue to grow even though there has been a recent dip in stock prices.
  •  Equities outperform bonds with lower volatility over 10 year holding periods.  This is as per “Stocks for the Long Run” by Dr. Jeremy Segal who used actual data since the early 1800′s.

Dependable Results. Contact Me Today 416-805-3320