Sunesis Financial

Sunesis Financial is a financial advisory firm that offers Edmonton area families and businesses 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.