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.