Sunesis Financial CFP | Edmonton Financial Advisor
62DevelopingWestana Square, 52 Sioux Rd #220, Sherwood Park, AB T8A 4X1, Canada
About
Sunesis Financial is a financial advisory firm based in Sherwood Park, Alberta, serving Edmonton-area families with comprehensive financial planning, insurance, investment and portfolio management services.
Senior Care Path Summary
Sunesis Financial helps families and individuals plan for retirement, protect their assets through insurance, and grow their wealth through managed portfolios and private investments. The firm works through a thorough financial planning process to understand each client's unique goals and creates a personalized strategy, with regular reviews to adapt as life changes. Matthew Hammond, the owner and lead advisor, holds the Certified Financial Planner designation and has extensive experience in accounting, tax planning and investment management.
The firm serves clients at all asset levels with emphasis on long-term relationships and peace of mind. Services include financial planning, insurance planning, portfolio management through some of Canada's largest money managers, and access to private investments like real estate and farmland through Raintree Financial Solutions.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families planning for retirement
- Individuals seeking personalized financial planning
- Clients needing insurance protection and wealth management
- Families at all asset levels
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
18 Google reviews
Most recent reviews
Greg Erickson
2 years ago · via Google
It has been an absolute pleasure dealing with Matthew Hammond at Sunesis over the past five years! We had built up a reasonable amount of savings through our self-directed investing efforts but felt we had reached the point where we wanted to involve a professional financial planner. As we are just under five years out from retirement (fingers crossed!) Matt has provided sage advice about our financial position, planning, and timing of retirement. He has helped us to access many excellent private investment opportunities that would simply not have been available to us otherwise. Through it all, he has made sure we had a healthy degree of diversification in our portfolio! Matt has always been very responsive to requests for meetings or information. Bottom line - my wife and I feel that our finances are in good hands with Matt and his Sunesis team!! I have already recommended him to family and friends and will continue to do so!
Sheldon
4 years ago · via Google
I have been with Matt for over a year now and he is great. Matt introduced me to many options for investing and saved me from losing a ton of money in this last market crash. If you are looking for someone that actually gets invested in your future and gives you multiple options to succeed I would sit down with Matt and let him show you how to be successful. I wanted to update my review since I have been working with Matt for three years now. Matt is different than other financial advisors I have worked with in the past and this is what I like so much about working with him. Since being with Sunesis I have had my investments in several different funds and income producing streams which I didn't know existed before coming there. If you are unsure of how the market works or just want somewhere to start then choose Matt. A financial advisor shouldn't just ask if you want high, medium, or low risk investments, they should also show you a path of how to achieve financial freedom and this is what Matt will do for you.
Sean Gursky
5 years ago · via Google
My wife and I approached Matt at Sunesis Financial to review our current investments and ensure we were doing the most with our money. Matt not only provided honest feedback on our current plan but developed a detailed financial strategy that addressed our current and long term goals. We felt more knowledgeable about our investments and were thrilled to be working toward a financial plan. Over the last few months Matt has continued to review and recommend adjustments. Our experience with Sunesis Financial has been fantastic. We have been treated with respect and the team is knowledgeable and professional.
Summary of Google Reviews
Summarized by Senior Care Path from Sunesis Financial CFP | Edmonton Financial Advisor's Google rating and recent reviews. Confirm specifics with the provider.
Sunesis Financial CFP | Edmonton Financial Advisor holds an excellent 5.0-star rating across 18 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Location
Westana Square, 52 Sioux Rd #220, Sherwood Park, AB T8A 4X1, Canada
Also serves
- Sherwood Park
- Edmonton and area