About Mark Matsumoto, CPA-CA, CFP, CPA

“Planning Made Simple” 

  • Personal financial planner since 1992.
  • Personal Financial Plans:  They provide financial frameworks to decide how to allocate your spending (spending/savings/debt/insurance/other)
  • Investments:  Specializes in mutual funds. Will sell for 0% front end commission to all referrals.
  • Insurance: Advises on proper use and application of various insurance products.
  • Wills and Powers of Attorney:  Helps you prepare instructions for your lawyer for preparing your wills, powers of attorney, and other agreements.  ( I am not properly qualified to write wills. )
  • Taxation:  Advises on personal tax, employment expense deductions,  integration of business and personal taxes, death taxes, probate fees, etc., etc.
  • Also prepares income tax returns for clients (separate cost)
Why You Should Choose to Work With Mark

  • Easy to work with, experienced, well qualified, nice guy
  • Simplifies and helps you fix your financial issues
  • Will sell you funds for 0% front end commission

When/ Where/ How

  • I create a financial plan to identify financial issues/ holes in your plan and get you “cleaned up” and organized.
  • After we fix the financial planning issues, on an on-going basis, I manage your investment  plan and act as your personal financial resource.
  • I help put proper insurance, wills, power of attorneys in place
  • We consolidate investments and implement your investment plan
  • We review your debts, interest costs, payments and improve if necessary
  • We identify and fix miscellaneous planning issues
  • Once we fix issues identified in your financial plan, it only has to be reviewed periodically
  • I offer flexible hours
  • Can meet in person at my place or yours
  • We meet on an “as needed” or “as wanted” basis
  • Available most of the time for calls, e-mails & texts.
  • Most transactions can be done through the phone, e-mail and snail mail.

Personal

  • Graduated from Cedarbrae CI, Centennial College, University of Toronto
  • Earned a Chartered Accountant  designation in 1989, passed the Canadian Securities Course in 1991, Registered Financial Planner designation in 1995, Certified Financial Planner 1996, Certified Public Accountant (US accountant) 2003.
  • Founder and a current director of the JCCC Foundation and former treasurer/director of the Japanese Canadian Cultural Centre
  • Currently fighting to have the Duffin Creek Sewage Treatment plant remove phosphorous from the sewage.
  • Currently working on fundraising for Dr Robert Tsushima of York University.
  • I play hockey, golf & enjoy a bit of fishing & travelling.