With a Bachelor of Science in Business from Wake Forest University, one of the leading business schools in the United States, Matthew prides himself on his understanding of analytics, systems and investment strategies. Completing his post secondary education at such a highly competitive institution instilled in him the value of having a strong work ethic, openness to people from all walks of life and the different forms of intelligence beyond just academic.
After teaching finance, accounting and management for an online college, Matthew discovered a lack of financial literacy among many Canadians. This, along with a keen interest in Canadian business, led him to further his passion into investments and financial planning.
Today, Matthew is the owner of Sunesis Financial, insurance licensed, registered with Private Capital Market Dealer Raintree Financial Solutions and is working towards earning the CFP (Certified Financial Planner) designation.
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.
Including alternative investments within your portfolio can increase performance and reduce risk through diversification.
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