About Mark Matsumoto, CPA-CA, CFP, CPA, CEA
“Planning Made Simple”
- Experienced Personal financial planner
- Personal Financial Plans: They provide financial frameworks to decide how to allocate your spending (spending/savings/debt/insurance/other)
- Investments: Licensed to sell most types of financial investments
- Insurance: Advises on proper use and application of various insurance products.
- Wills and Powers of Attorney: Helps you understand your instructions to your lawyer when preparing your Wills, powers of attorney, Trusts and other agreements. (I do not write Wills and other legal documents.)
- Taxation: Advises on Estate Taxation, 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)
- Certified Executor Advisor (CEA) – This indicates that I can advise you on what to do if you find yourself appointed as the executor of someone’s will.
Why You Should Choose to Work With Mark
- Experienced, well qualified, easy to work with.
- Simplifies, identifies and helps you fix your financial issues
- Licensed to sell funds, stocks, bonds, GIC’s, REIT’s, tax shelters
When/ Where/ How
- I create personal financial statements, financial plans to identify potential problems and help rectify them and get you on track.
- On an on-going basis, we manage your balance sheet, your investment plan and I act as a personal resource.
- I help put proper insurance, wills, power of attorneys in place
- We consolidate investments to make them easier to keep track of and manage.
- We review your liabilities, interest costs, payments and improve if necessary
- When you’re on track, we periodically review your plan as necessary and do little things to keep you on track
- 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.
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, Certified Executor Advisor 2017
- Board advisor to the JCCC Foundation and former director of the Japanese Canadian Cultural Centre & JCCC Foundation
- I play hockey, golf & enjoy a bit of fishing & travelling.