Videos
What is Term Life Insurance?
Shaun Sun
Financial Advisor & Portfolio Manager
BComm CFP CIM
I seek to empower you with the confidence that comes from truly understanding your overall financial position, the opportunities and risks that may change your path towards reaching your goals, and the steps you can take today towards making these goals a reality.
I seek to empower you with the confidence that comes from truly understanding your overall financial position, the opportunities and risks that may change your path towards reaching your goals, and the steps you can take today towards making these goals a reality.
Shaun Sun
Financial Advisor & Portfolio Manager
BComm CFP CIM
I seek to empower you with the confidence that comes from truly understanding your overall financial position, the opportunities and risks that may change your path towards reaching your goals, and the steps you can take today towards making these goals a reality.
I focus on helping clients protect their wealth by developing risk- management strategies, and providing them with guidance along a proven process to achieve the best results during implementation. I have experience serving clients in all areas of financial planning since 2010, providing them with advice to reach their goals with confidence, simplicity and convenience.
In my free time, I enjoy hiking, camping, cooking and traveling the world. I have learned some of my most valuable life lessons from these hobbies - the ability to plan with an ideal outcome in mind, to adapt when things inevitably don't go according to plan, and to appreciate the journey (including the 'bumps') as much as the destination.
Countries I've traveled to: Turkey, Palau, New Zealand, Germany, France, Italy, Czech Republic, South Korea & Taiwan.
Favorite kitchen tool: My Staub cast-iron dutch oven
Industry Associations
FP Canada
Advocis - Financial Advisors Association of Canada
IFB - Independent Financial Brokers of Canada
Advocis - Financial Advisors Association of Canada
IFB - Independent Financial Brokers of Canada
Bcomm (Finance) - UBC
CFP (Certified Financial Planner)
CIM (Chartered Investment Manager)
Canadian Securities Course (CSC)
Conduct and Practices Handbook (CPH)
Wealth Management Essentials (WME)
Life License Qualification Program (LLQP)
Shaun is an Associate Portfolio Manager with IIROC in BC and ON. He is a licensed insurance agent in BC.
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Advisor Insights
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Hold on Dorothy, We’re Way Beyond Kansas Now!
By Brett Simpson on 19 Mar 2024
In the Land of Oz and the ever-evolving landscape of the stock market, a phenomenon that should capture the attention of investors is a tornado-like concentration of market value within a select few companies.
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Generative AI – Fad or Revolution?
By Shaun Sun on 13 Oct 2023
If you’re one of the millions, like myself, who have played around with ChatGPT this year, you were probably blown away by the power of this “generative AI” tool.
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First Home Savings Accounts – Available Now!
By Jon Knutson on 13 Oct 2023
Buying a home can be a challenge for many Canadians. Fluctuations in home prices, along with increased interest costs play a huge part in a first-time homebuyer’s ability to afford a home.
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Q2 Market Commentary
By Shaun Sun on 25 Jul 2023
Remember the doom and gloom surrounding the markets 6 months ago? For some, this feels like a distant memory. Major stock markets continue to surprise investors with strong performance year-to-date on the back of a number of positive developments...
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First Home Savings Accounts – Available Soon
By Jon Knutson on 04 Jul 2023
Buying a home can be a challenge for many Canadians. Fluctuations in home prices, along with increased interest costs play a huge part in a first-time homebuyer’s ability to afford a home.
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Central Banks: The Lender of Last Resort
By Jon Knutson on 21 Apr 2023
Over the past year, central banks have increased interest rates to combat inflation. Those rate hikes have helped slow things down, but the impact has been imprecise.
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2022 Retrospective
By Shaun Sun on 30 Jan 2023
It goes without saying that 2022 is the year investors would rather forget. As the following graphs show, other than energy stocks and physical commodities (natural gas, nickel & food related commodities), there wasn’t anywhere to hide from the only factor that mattered: Central Banks.
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Recession, Inflation and Interest Rates: Key Takeaways For This Quarter
By Shaun Sun on 25 Oct 2022
2022 continues to be challenging for all markets and asset types as negative macroeconomic news dominates headlines, but there appears to be light at the end of the tunnel. Risks remain, but there were many positive improvements this quarter.
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First Home Savings Accounts (FHSA)
By Shaun Sun on 20 Oct 2022
Saving to buy your first home? Here are 5 things you should know about the new Tax-Free First Home Savings Account (FHSA)
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Just Testing Your Shock Absorbers…
By Brett Simpson on 07 Oct 2022
I have spent my entire 39-year career (and counting…) helping people who seek advice on how to plan financially for a future of security and choice.
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Has the World Gone Crazy or Am I Just Older - Or Both? A Behavioral Perspective
By Brett Simpson on 15 Jul 2022
I wrote to you in early 2019 after the US Federal Reserve Bank (the ‘Fed’) talk of raising interest rates sent the stock market down more than 20% before a post-Christmas rally.
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In-Kind Donations to Charities
By Jon Knutson on 18 Apr 2022
With all that is going on in the world, gifting to those in need is top-of-mind right now. Cash gifts are the most common way to donate to charities - it’s simple and provides you with a tax credit.
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Cracks in the Veneer
By Brett Simpson on 22 Nov 2021
After massive government intervention in labour markets and mandatory vaccination policies to help mitigate the effects of the pandemic, some industries are struggling to find or keep quality personnel to fulfill their business purpose.
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Personal Finance 101
By Shaun Sun on 06 Oct 2021
I hope settling into a back-to-school “routine” has been going well for parents and students everywhere
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Property Tax Deferment
By Jon Knutson on 26 Jul 2021
While Canadian real estate prices have soared, so has the cost of maintaining a home. Fortunately, there is a government program to help defer one of the costs associated with home ownership.
Takeaways
Our Firm Insights
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How to Access Equity from Your Principal Residence during Retirement
By Clay Gillespie on 12 Apr 2024
For many British Colombians, a large amount of their net worth is tied up in the equity of their principal residence. There are four main avenues to access this equity - all with some advantages and disadvantages
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Hold on Dorothy, We’re Way Beyond Kansas Now!
By Brett Simpson on 19 Mar 2024
In the Land of Oz and the ever-evolving landscape of the stock market, a phenomenon that should capture the attention of investors is a tornado-like concentration of market value within a select few companies.
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Money and Your Mental Health
By Anne Hammond on 13 Feb 2024
Many people believe that managing their money is only about math, but did you know that your mental health is related to your money too?
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What is an RESP and Why Should I have One?
By Reg Sangha on 15 Jan 2024
As the parent of two teenagers, I think I have a good idea of what it costs to raise them. Over time, costs transition from diapers and new clothes as they continuously outgrow them, to paying for activities and increased food consumption in their teenage years.
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BCIT Awards
12 Jan 2024
We would like to congratulate the recipients of the 2023 RGF Integrated Wealth Management Entrance Award and the RGF Integrated Wealth Management Achievement Award
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Intergenerational Transfer of Wealth Using the First Home Savings Account
By Debbie Saleem on 11 Jan 2024
If you own a home, you may have assumed that the new First Home Savings Account (FHSA) is of no use to you. But have you considered using it as a tool to transfer a portion of your wealth to an adult child or grandchild?
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Lessons from History – The Legend of Abraham Wald
By Nick Hearne on 11 Jan 2024
Born in Kolozsvar, Hungary (now Romania), in 1902, Abraham Wald’s educational journey began with home-schooling before he pursued geometry at the University of Vienna.
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Make a Difference with Ocean Wise
By Kaitlyn Harris on 11 Jan 2024
What does the ocean mean to you? For many of us it is a destination, a place to relax and unwind.
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Important Year-End Tax Filing Information
11 Jan 2024
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
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CRA – Good ideas, higher costs and alerts
By Teresa Black Hughes on 12 Dec 2023
Although we don’t prepare tax returns, we do keep up with what’s happening with Canada Revenue Agency and how that affects our clients.
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Do Wars Cause Market Downturns?
By Ryan Gee on 10 Nov 2023
It is not a surprise that global conflicts are known to create a feeling of uncertainty among investors. This uncertainty can cause investors to want some level of control by wanting to hold more cash.
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Financial Challenges in Adversity – A Case Study
By Alain Quennec on 13 Oct 2023
Todd, an engineer, and Margo, a part-time daycare worker, are 54 years old, live in Vancouver, and have two adult children.
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Generative AI – Fad or Revolution?
By Shaun Sun on 13 Oct 2023
If you’re one of the millions, like myself, who have played around with ChatGPT this year, you were probably blown away by the power of this “generative AI” tool.
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Tour de Cure 2023
By Brent Vandekerckhove on 13 Oct 2023
The RGF “Market Cycles” once again completed the Tour de Cure, riding 180 kilometres from Chilliwack to Hope. It was a fantastic experience with two days of cycling, camaraderie, and laughter.
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RGF Integrated Wealth Management James E Rogers Leadership Scholarship Recipient
13 Oct 2023
We would like to congratulate the inaugural recipient of the RGF Integrated Wealth Management James E Rogers Leadership Scholarship!
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