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