• Commercial Mortgage and Corporate Finance Specialists
    Call Us (780) 970-2238
    Free Consultation
    5 Minute Mortgage Quick Start
  • We Can Help ...
    Complex project?

    Fast approval required?

    Frustrated with your lender?

    Don’t have the time prepare for financing?

    Have a client that needs assistance?
    5 Minute Mortgage
    Quick Start
  • Experience with a wide range of project types
    Multi-family projects
    Apartment buildings
    Commercial condominiums
    Office buildings
    Retail developments
    Warehouses
    Hotels
    Industrial properties
    Self storage facilities
    Mixed use properties
    Specialty buildings
    5 Minute Mortgage Quick Start
  • More Funding Options for Your Projects
    Banks
    Private lenders
    Specialty funds
    Pension funds
    Private equity investors
    Call Us (780) 970-2238
    Free Consultation
  • Financing solutions to suit your needs
    Long term fully amortized mortgages
    Bridge loans
    Private mortgages
    Construction loans
    Business loans
    Equity loans
    Call Us (780) 970-2238
    Free Consultation
  • Reasons for Financing Failures
    Mismatch of project and funder
    Calibre of information presented
    Key items not featured
    Timing not right for the funder
    Inadequate presentation of management
    Insufficient equity
    Funder loses confidence
    Issues with the geographic region
    Problems with the property
    Financial model is too weak
    Concern about market penetration
    Instability of industry
    Call Us (780) 970-2238
    Free Consultation

Why choose Sumex

Experience

We know what funders want and for over 13 years we have been successfully raising the financing our customers have required. We help prepare Full Financing Proposals, Offering Memorandums, Operating and Construction Budgets, Cash Flow Projections, Leases, Sales Agreements and Strategies, Pricing and Marketing Packages, Pre-Sales Agreements and Strategies, Marketing Plans, Management Outsourcing Plans, Construction Contracts, and more.

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 your commercial real estate, construction and corporate finance requirements. We can help you navigate through the many challenges of obtaining financing. We also have a large network of associates that we work with to assist us when required.

Our History

Sumex started in 2001 providing a wide array of financing solutions. Since 2010 we have specialized in Commercial Mortgages and Corporate Finance Advisory Services. The company and the current President of Sumex worked closely with three large residential brokerages between 2010 and 2013 in Alberta and British Columbia to provide Commercial Mortgages for the clients of their large teams of residential brokers. In 2013 the Sumex Capital mortgage brokerage was established to better assist those brokers and to work directly with clients with a wide range of commercial real estate, construction and corporate finance requirements.

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

Al Haider

Vice President
  • 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.

Call us for all your commercial real estate, construction and corporate financing requirements. We can help you, your staff or your clients navigate through the many challenges of obtaining financing.

We also have a large network of associates that we work with to assist in other commercial real estate financing or other projects that you might have.

Get In Touch

Please call or email. We look forward to hearing from you.

200, 10703 – 181 Street,
Edmonton, Alberta, T5S 1N3
+1 (780) 970 2238
info@sumex.ca