• Wide range of
    project types
    More funding options
    for your commercial
    projects
    Financing Solutions
    to meet your needs
  • Great mortgage rates
    Strategic Solutions to help your decision
  • Meeting your needs for business financing
    Diverse Strategic solutions
  • Rocket Launcher Network
    Designed to educate, inspire and assist anyone
    interested in making private company investments
  • Interested in selling your business?
    Interesting in buying a buisiness?
    We provide those services!

Why choose Sumex

Experience

We have been assisting with financing and business management challenges since 2001 and our team has many years of senior management business experience. Whether its assistance in preparing and presenting your financing requirements, working with you to prepare and present your business for sale, developing finance, management, marketing, operations, or IT strategies, our seasoned team can help you achieve your goals.

Proven Success

We consistently perform for our clients, large and small. Our success is built upon the cornerstones of being selective in the projects we take on, our knowledge and experience, our defined processes, and our wide range of solutions.

Professionalism

Sumex has the highest standards of competence and professionalism. Our team is also dedicated to principles of honesty, integrity, and confidentiality.

Call us for all of your financing, consulting, or business brokering requirements. We can help you navigate through your financing, management, IT, transitions, or other challenges

Our History

Sumex started in 2001 providing a wide array of financing and management consulting solutions. We now operate out of two locations in Edmonton and one in Calgary and have expanded our services offering as well. Between 2010 and 2013 we provided large residential brokerages in Alberta, BC and Saskatchewan with commercial mortgage assistance for their residential mortgage brokers. In 2013 the Sumex Capital mortgage brokerage was established to better assist those brokers and to work directly with builders and other Sumex clients. In 2014 we agreed to terms with a subsidiary of Sumex Professional to allow Sumex to provide access to the funders and rates that this large national brokerage provides to its clients. Sumex has also added IT consulting and a series of management consulting solutions to its portfolio of business services and continues to work at meeting the needs of its customers.

Management

Russel Matichuk

President
  • 27 years business finance and management experience
  • Financing and divestiture transactions ranging from $50,000 to $75,000,000
  • Corporate finance and governance advisory services
  • Broker on record for Sumex Capital
  • Involved in the community – Boards, Committees, etc
  • Married with 4 children
View Russel Matichuk's profile on LinkedIn

Paul Lopushinsky

Project Manager
  • Provided project management assistance for 6 companies and non-profit organizations since 2011
  • PMP Designation received February 2014
  • Volunteering in the Arts and Technology communities

Bruce Matichuk

Vice President

Randy Duguay

VP Consulting Services

Al Haider

VP Business Financing Services
  • 27 years in banking
  • 7 years in management in the insurance industry
  • Executive consulting engagements – senior level financial management services
  • Involvement in the community – political volunteering
Professionalism

The Company and Employees commit to be professional and business-like in their conduct and dealings.

Ethics and Integrity

The Company and its Employees agree to adhere to the highest ethical standards of business.

Good Communication

The Company and Employees commit to communicate frequently with each other and with customers.

Customer Service

The Company and Employees recognize the value of their customers and commit to exemplary, professional, ethical and responsive customer service.

Our Families

Employees are committed to their families and will ensure that they are given appropriate attention and consideration at all times.

Good Health

Employees are committed to their physical, mental & spiritual health.

Our Community

The Company and Employees are committed to the communities they serve and will contribute their time and other resources to support worthy organizations and projects.

Teamwork

Employees commit to and will work actively towards the success of the Company and their fellow employees as well as their own success.

Continual Training & Development

Employees commit to continual learning and self-improvement. The Company commits to provide ongoing training and otherwise encourage and assist Employees in their personal and professional development.

Work Ethic & Fun

Employees commit to work smart and hard but at the same time recognize the value of having fun. The Company commits to encourage and facilitate an atmosphere conducive to both work and fun.

Ethical Standards

Sumex representatives shall conduct their activities with honesty, integrity and professionalism, ensuring that they are knowledgeable in the areas of financing in which they participate. Furthermore, Sumex representatives shall act in compliance with this Code of Ethics as well as sound business practices, including “Best Practices” or professional standards as established from time to time by the Board of Directors of the Corporation.

Protection

Sumex representatives shall use their best efforts to protect parties to a financing transaction and the public against fraud, misrepresentation, unethical practices or other violations of the Corporation’s Code of Ethics. Sumex representatives shall report such infractions to the Corporation.

Disclosure

Sumex representatives shall disclose to all appropriate parties to a financing transaction:

  • any real or perceived conflicts of interest;
  • all material information; and
  • any personal interest, direct or indirect.
Confidentiality

Sumex representatives shall hold in strict confidence any information arising from the professional relationship concerning the business and affairs of his or her client, and shall not divulge that information unless expressly authorized by the client or required by law to do so or, as required under the section below title “Co-operation with the Corporation”.

When Sumex representative are acting for more than one party to a transaction they shall not act to the detriment of any one of the parties by withholding material information.

Competence

Sumex representatives shall endeavor to be informed regarding the law, proposed legislation, and other essential facts relevant to public policies related to the services they provide.

When a Sumex representative is unable to render service in accordance with the standards required in this Code of Ethics, they shall decline to act.

Sumex representatives shall provide timely service and respond on a timely basis to inquiries from participants in a financing transaction.

Competition

Sumex representatives shall not unfairly criticize a competitor nor refer to them in a disparaging manner.

Co-operation with the Corporation

Sumex representatives shall co-operate with any investigation (an “Investigation”) by the Corporation of their conduct or of another representative’s conduct. Co-operation may include providing access to and copies of all documents and answering all questions relevant to an Investigation, unless prevented from doing so by law.

Sumex representatives shall testify, when requested to do so by an authorized representative of the Corporation, at any hearing involving another Sumex representative under the Code of Ethics of the Corporation.

Sumex representatives shall not obstruct an Investigation, including withholding or concealing documents or information or attempting to influence the information or evidence that a potential witness might provide at any Investigation of another Sumex representative. A Sumex representative shall not submit false or misleading information to the Corporation.

It is unethical for Sumex representatives to fail to comply with the By-laws and Policies of the Corporation.

Advertising

All Sumex representatives shall apply, set and maintain standards of honesty, truth, accuracy, fairness and propriety in advertising and shall comply with the Canadian Code of Advertising Standards, as established from time to time by Advertising Standards Canada.

No Discrimination

Sumex representatives shall not, when acting in a professional capacity, discriminate or participate in discrimination against any person and shall be aware of the rights and obligations of the applicable Human Rights codes in the jurisdictions where such the Sumex representative conducts business.

Laws and Regulations

Sumex representatives shall conduct their activities in full compliance with all federal, provincial and municipal laws and regulations. Conduct by a Sumex representative that results in a violation of any criminal or civil code is unethical.