Meet Mark Matsumoto, CPA-CA, CFP, CEA
- Independent financial planner offering multiple separate services- Certified Financial Planner (CFP) & Certified Executor Advisor (CEA), Chartered Professional Accountant (CPA-CA)
- CIRO Security licensed, managing portfolios using mutual funds, ETF’s, stocks and alternative investments as a financial advisor representing Aligned Capital Partners Inc.
- Life & disability insurance products for basic and advanced planning applications as an insurance agent under Managing General agent – Financial Horizons Insurance
- Written, Custom financial, tax and estate plans for all life stages as Mark Matsumoto
- Net Worth tracking as Mark Matsumoto
- Business Succession plans as Mark Matsumoto
Planning Made Simple!
Services
- Wide variety of investing options
- Comprehensive financial plans
- Retirement income/ cash flow forecasts
- Help with pension investment choices
- Tax and Estate Planning
- Life, Disability, Health Insurance
- Group RRSP, DPSP, Pensions
- Tax Consulting & Return Preparation
Wide Range of Investing Options
- Independent IIROC securities licensed representative with Aligned Capital Partners Inc.
- Advises individuals and administrators of group RRSP’s & Pensions
- works at simplifying your investments
News
- 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