Meet Mark Matsumoto, CPA-CA, CFP, CEA
- Independent financial planner since 1994
- Investments, life/disability insurance, tax planning, cash flow, debt advice all in one
- Licensed for securities and not just mutual funds
- Custom financial plans, investment solutions, tax & estate returns
- Help with deciding on which Pension Option to take
- 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!
Services
- Wide variety of investing options
- Comprehensive financial plans
- Retirement income/ cash flow planning
- Help with Pension option decisions
- 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