Shaun Sun - Financial Advisor RGF Wealth Vancouver
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Shaun Sun

Financial Advisor
BComm CFP
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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.


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Shaun Sun

Financial Advisor
BComm CFP
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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.


Bio Image

Shaun Sun

Financial Advisor

BComm CFP

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

FPSC - Financial Planning Standards Council
Advocis - Financial Advisors Association of Canada
IFB - Independent Financial Brokers of Canada



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Degrees and Designations

Bcomm (Finance) - UBC
CFP (Certified Financial Planner)

Education

Canadian Securities Course (CSC)
Conduct and Practices Handbook (CPH)
Wealth Management Essentials (WME)
Life License Qualification Program (LLQP)




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  • "At RGF Integrated Wealth Management, service has been key. It is not surprising therefore that Shaun Sun fits so well into their management style. He is very approachable and friendly. Problems that I have had are always dealt with quickly and efficiently."

    - Judy C.

  • "With an attentive and friendly manner, Shaun is easy to talk to, addresses insecurities and is determined to provide optimum, beneficial results."

    - Lauren R.

  • "Shaun is thorough, pro-active and investigative in his approach to financial options and extremely helpful in resourcing healthcare plans and retirement. "

    - Lauren R.

  • "In my experience, Shaun Sun, as a financial advisor and a member of my planning team for several years, has provided very personal and sound professional advice."

    - Lauren R.

  • "I was introduced to Shaun Sun when we joined RGF a few years back. Shaun has always been the first person I call with any of our money concerns."

    - Karen A.



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