Sunesis Financial CFP | Edmonton Financial Advisor
Sunesis Financial is a financial advisory firm in the Edmonton area offering comprehensive financial planning, insurance, portfolio management, and private investment access. The firm emphasizes personalized financial planning and long-term client relationships built on integrity
- Emphasis on tax & financial planning
- 18 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Sunesis Financial is a financial advisory firm in the Edmonton area offering comprehensive financial planning, insurance, portfolio management, and private investment access. The firm emphasizes personalized financial planning and long-term client relationships built on integrity and proactive service.
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What they're known for.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Sherwood Park families.
Sherwood Park, AB
Compare with similar Sherwood Park providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Sunesis Financial CFP | Edmonton Financial Advisor · this provider | 18 | 5.0 | Tax & Financial Planning |
| Peter B Mason Real Estate Lawyer | 773 | 4.8 | Wills & Estates |
| Israel & Gerity, PLLC | 175 | 4.2 | — |
| Sam Yau, CFP, CIM, FCSI - Raymond James Ltd. | 36 | 5.0 | — |
| Raymond James Ltd. - Taylor Cooper, CIM®, TEP | 34 | 5.0 | Tax & Financial Planning |
| JacksonWhite Law | 34 | 4.8 | — |
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