A Financial Advisor That Puts Your Needs First
Bringing Together the Pieces of your Financial Future
MATTHEW HAMMOND, CFP®
From a very young age through today, Matt has excelled with numbers and finance. Instead of dreaming to become a firefighter or astronaut, he envisioned becoming a mathematician. Starting as treasurer of the elementary school student association, to managing the community house rent and utility payments in university, numbers have come easily, as well as the calling of trust and integrity in managing others’ finances.
Since those early days, Matt has taught college-level accounting and finance, built a small rental property portfolio, and practiced for four years as an accountant, ultimately changing course into financial planning, insurance, and investment advice.
In 2014, Matt joined Raintree Financial Solutions as a Private Wealth Advisor. He chose to work with Raintree because of the quality people, strong core values, and
progressive approach to investment management that makes Raintree a dynamic and unique presence in the financial services industry. Since then, he has become insurance licensed and obtained the Certified Financial Planner designation, founding Sunesis Financial in 2017 to serve his clients in those areas.
Taking dedicated time upfront for the financial planning process, Matt guides his clients through a thorough analysis on their current situation and trajectory, creating a plan to alter that course in greater alignment with their goals, and presenting a plan that includes various options and solutions that will achieve them.
Although there are many common threads, every client deserves a unique solution tailored to their current situation, future goals, and desired experience along the way to achieving them. Many clients appreciate working with Matt because of the diligent planning process, proactive service and peace of mind created, knowing they are on track to meet their goals through regular review and tweaks as life evolves.
Matt is an avid learner and continually investing in professional development and continuing education to best serve his clients. Outside of the financial world, Matt enjoys spending time with his wife and four young children, snowboarding, backpacking, golfing and playing baseball.
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Services We Provide
Having a solid financial plan in place is the first step to securing the financial future that you desire.
Integrating risk management into your financial plan ensures your family and business are protected for years to come.
Ensure your money is working hard for you with some of Canada’s largest money managers.
Private investments are securities that do not trade on a stock exchange and can include private equity, hedge funds, real estate, commodities and more.
WHY WORK WITH US
Strong Core Values
Trustworthy and Professional Service
Long-term Full Spectrum Service
Experienced Advisor
WHY WORK WITH SUNESIS FINANCIAL
Philip Ney, April 2018
As my wife and I wait for our first child’s birth in just eight weeks, we are deeply appreciative of Matthew’s work in developing a financial plan with us that provides flexibility while building deliberately towards our long-term goals.
I have a family member who has less confidence and knowledge than me about finances. I referred her to Matthew and have been so pleased to see how he modified his approach to meet her particular financial planning needs.
Not only do I greatly appreciate Matthew’s work on my behalf but it gives me confidence to know that other people I love are receiving such good planning!
Tracy Stepaniuk, April 2018
I am so thankful that I reached out to Matthew Hammond to help me with my finances. Matthew took the time to sit down with me to sort through my investments, make recommendations on where I need to make improvements, answered all my questions and set up a financial plan that as a single mom I could actually follow through with.
I would highly recommend Matthew Hammond. The service he has provided was beyond my expectations and I can say with confidence that without him, I would be in financial hardship when I retired.
Allan Effa, April 2018
My finances were in pretty good order and I had a variety of investments when I contacted Matthew and sought his assistance. First of all, he did a thorough analysis of all my holdings, pointing out areas of duplication, unnecessary exposure to risk, and ways my investments could be balanced to optimize returns and minimize losses. Matthew went on to map out a projected retirement scenario based on my current patterns of saving and investment. This afforded me a much clearer picture of my financial future and brought peace of mind as I approach that phase of life. Matthew is very knowledgeable about a variety of investment options and helped me make my first entry into a number of exempt market investments which have been producing regular payments and offer shared dividends once they mature. He is quick to respond to my inquiries and offers valuable advice.
Josh Baergen, April 2018
The above testimonials are from existing clients in their words and were written at our request but may not reflect the experiences of all clients
Disclaimer
a. All exempt market securities dealing and advising is provided by Raintree Financial Solutions, and the dealing representative in their capacity as a registered dealing representative of Raintree Financial Solutions and is subject to the review and supervision of Raintree Financial Solutions
b. Sunesis Financial and the representative in their capacity as an insurance agent of Sunesis Financial only provides insurance services for which it is licensed, is not registered or authorized to deal in or advise on exempt market securities and does not supervise activities performed by Raintree Financial Solutions or its registered dealing representatives.