Category: | Point of interest, Establishment, Finance, |
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Address: | Westana Square, 52 Sioux Rd Unit 220, Sherwood Park, AB T8A 4X1, Canada |
Postal code: | T8A 4X1 |
Phone: | (780) 974-0872 |
Website: | http://sunesisfinancial.com/ |
Monday: | 8:30 AM – 4:00 PM |
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Tuesday: | 8:30 AM – 4:00 PM |
Wednesday: | 8:30 AM – 4:00 PM |
Thursday: | 8:30 AM – 4:00 PM |
Friday: | 8:30 AM – 4:00 PM |
Saturday: | Closed |
Sunday: | Closed |
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.
I have been dealing with Matt and his support staff for several years. Matt assists me with my own financial portfolio as well as my Aunts who I have power of attorney for. Matt and his amazing support staff have been very attentive to my requests and questions and is always very responsive when I contact them. I would highly recommend Matt and his team to any one looking for information or advice on how to grow their investments. Thank you Matt and team for all you do for me and my Aunt.
Leslie
I'm over 60 and unfortunately starting over again financially...
Matts' advice was priceless. With the help of a comparative spread sheet projected on a large board in the conference room, he explained my options in layman terms. I wasn't expecting much and yet now I can feel reassured about retiring with some dignity!!!
His advice was simple, effective and tailored to my needs, yup 5-stars.
Matt has been excellent so far. Speaks to you in a manor that you can understand. So far he's been a great helping hand with planning my financial future and giving me some options to best suite my needs. I'll update this review further when I've been able to work more in the investing portion of my goals with Matt but I believe he's very knowledgeable on it from our calls and will be able to help out massively there.
I am a recent graduate who reached out to Matthew to ask him questions about his career and he is a great guy to talk to. Expertly answered all my questions and gave me great insights. Very personable and dedicated to helping people, I would strongly recommend him to anyone.