A Financial Advisor That Puts Your Needs First

INTEGRITY

We believe in being whole and undivided, regardless of the situation. We treat our clients with the same level of honesty and respect as our families. We truly believe in the golden rule of treating others the way we’d like to be treated and this permeates throughout our business practices.

LOYAL

We pride ourselves on being fiercely loyal. We often persevere through difficult situations long after it would have been beneficial for us to leave. Sunesis Financial is determined to build on  relationships with clients and learn mutually advantageous ways of working together.

FOCUSED

We believe that every financial plan and decision should be highly personalized and strategic while timely and efficient. We analyze our clients’ complete situation and create a lasting plan that can be amended to accommodate the twists and turns that everyone experiences in their financial life.

PASSIONATE

We didn’t become financial advisors to create a passive income stream or make extensive amounts of money. Finance and numbers is where we have always excelled and what we have always loved doing. At Sunesis Financial, we view our work as a passion, not a job.

Bringing Together the Pieces of your Financial Future

Sunesis Fiancial Retirement Planning Edmonton

About Us

Sunesis Financial, a division of Evergreen Wealth Advisory, is a financial advisory firm that offers Edmonton and 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.
Sunesis Financial sets itself apart from other financial advisory firms by proactively engaging our clients through a financial plan. We have found that many advisors don’t offer their client’s a financial plan unless it’s specifically requested. The foundation of our relationship with clients is built on creating a strong financial plan that allows us to fully understand their unique situation and provides a road map to achieving their short and long-term financial goals.
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Matt Hammond Certified Financial Planner Sherwood Park

MATTHEW HAMMOND, CFP®

Owner, Financial Advisor

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

Financial Planning Sunesis Financial Sherwood Park
Financial Planning

Having a solid financial plan in place is the first step to securing the financial future that you desire.

retirement planning sherwood park
Insurance

Integrating risk management into your financial plan ensures your family and business are protected for years to come.

Travel in retirement sherwood park
Portfolio Management

Ensure your money is working hard for you with some of Canada’s largest money managers.

Don't let your money go down the drain - Sherwood Park Financial Advisor
Private Capital

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

We serve our clients with integrity, honesty and sincerity. We endeavour to be straightforward and forthright in all circumstances.

Trustworthy and Professional Service

We provide our clients with the attention and respect that you deserve. We highly value long-term relationships with our clients.

Long-term Full Spectrum Service

Regardless of your asset size, we are here to take care of your financial needs. We bring high-net-worth financial service down to the individual household.

Experienced Advisor

Matthew implements the resources he accumulated from years of teaching, real estate investing, tax accounting, personal budgeting and financial assessment to bring his clients closer to their financial goals.

WHY WORK WITH SUNESIS FINANCIAL

Strong Core Values
Trustworthy and Professional Service
Long-term, Full Spectrum Service
Experienced Advisor

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

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-term. He’s also built an insurance plan for us that complements what I receive from work. Matt has provided us guidance and formalization for our budget that has helped us support our 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. 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!

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

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    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.