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Sunesis Financial Inc.

  1. Sherwood Park
  2. Sherwood Park Finance

Reviews, get directions and information for Sunesis Financial Inc.

Sunesis Financial Inc.
"Sunesis Financial is a financial advisory firm that offers Sherwood Park, Edmonton and surrounding area families a place to receive proactive and trusted financial advice throughout all stages of their lives. Sunesis Financial serves all clients with the same level of integrity, honesty and sincerity regardless of their asset-level. From planning and insurance through investment management, Sunesis is a one-stop shop for your household financial management. We bring the pieces together for your financial future."
Address: #206, 2, Athabascan Ave, Sherwood Park, AB T8A 4E3, Canada
Phone: (780) 974-0872
State: Alberta
County: Division No. 11
City: Sherwood Park
Zip Code: T8A 4E3


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Reviews
I dealt with Matt, and I was truly impressed with his high follow-up level and exceptional, honest investment advice. Definitely recommending dealing with Matt Hammond for your financial needs.
I have been dealing with Matt and his support staff for several years. Matt assists me with my own financial portfolio as well as my Aunts who I have power of attorney for. Matt and his amazing support staff have been very attentive to my requests and questions and is always very responsive when I contact them. I would highly recommend Matt and his team to any one looking for information or advice on how to grow their investments. Thank you Matt and team for all you do for me and my Aunt. Leslie
Matthew Hammond provided clear, straightforward advice and had first-rate communication; he helped me feel confident that I was making good decisions with my money.
My financial future is in good hands with Matt as my advisor! He is genuine, thoughtful, and strategic, and has created a financial plan that is curated to my particular circumstances and goals. He is passionate and knowledgeable about personal finance and a trusted resource for guidance and advice. It has been a pleasure working with Matt!
My husband received an unexpected early retirement offer and we were stressed out with all the considerations you need to evaluate before making a decision. We search the internet for a financial planner and advisor and we found Sunesis Financial. We read the reviews about this company and its owner Matthew Hammond and decided to go with him. It was the best decision we could have made. You do not feel that you are dealing with a company but with a person who cares about your needs and who is very professional, knowledgeable and at the same time charismatic. After he received all the information we provided he prepared several financial reports and options for us and made us realize that we were in a very good position to make the best decision. Thank you very much Matthew for your great services and for the peace of mind you gave us. If we were in the same position again we would go to him with our eyes closed.
My wife and I are the type of people who want to spend as little time as possible thinking about finances and insurance. Almost paradoxically, getting them right is important to us, not least because of the future that we want to provide for our kids, but also because of our goals regarding the support of several charitable organisations. We've worked with Matt for many years now, and he's taken us from having just a vague framework for the future to building a solid investment portfolio for the medium and long terms out of a combination of exempt and public markets, with emergency funds baked into this plan. He's also built an insurance plan for us that complements what coverage that I receive from work. Although we already had a pretty good budgeting foundation before working with Matt, he has provided us guidance and formalisation for our budget that helped us to support all these new investment plans while still maintaining and sometimes even growing our household and other near-term financial goals. We highly value how much effort Matt puts into learning about us, and then using this to determine which investments best fit our needs and preferences. He always comes with at least a couple of options, with a wealth of knowledge on their advantages, disadvantages, how they fit into our profile, and is ready with a recommendation if needed. I also really like how Matt is constantly evaluating his own recommendations, sometimes keeping an eye on things that can be done in the future to better grow our investments, and other times determining that markets or products are changing in a way that require changes to past decisions. Matt is flexible, knowledgeable, and makes recommendations in a holistic fashion. And he's a nice guy to boot!
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