Financial Planning

Financial Planning is at the core of Sunesis Financial’s service offering. Having a solid financial plan in place is crucial in achieving our clients’ short and long-term financial goals. We view a financial plan as a mutual contract of our relationship and work together. We can arrive at required saving and investment rates of return, RRSP, TFSA and RESP planning, insurance needs analysis, tax and estate planning, budgeting and goal setting through a financial plan.

Insurance

Ensuring you have adequate insurance that protects your family and business should you encounter an unforeseen circumstance is extremely important. The types of insurance we can provide you with include:

  • Personal life, disability and critical illness
  • Business protection
  • Corporate insured retirement strategies
  • Health and dental plans
  • Travel insurance

Portfolio Management

Matthew can refer clients to some of Canada’s largest portfolio managers through his registration with Raintree Financial Solutions. One way Portfolio Managers set themselves apart from “main street” retail investment managers is by often charging lower management fees. This is possible because they typically manage larger amounts of money for a smaller client base.

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. These investments tend to be riskier, but they deliver portfolio diversification and have the potential to produce outsized returns. Matthew can provide his clients with access to private investments through Raintree Financial Solutions.

Register for a Free Financial Consultation

Request a free financial consultation to find out if our services are right for you.