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.
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
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.
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.
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.
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...
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.
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.
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.
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.
Saving to buy your first home? Here are 5 things you should know about the new Tax-Free First Home Savings Account (FHSA)
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.
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.
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.
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.
I hope settling into a back-to-school “routine” has been going well for parents and students everywhere
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.
We’re reaching out with the details about their BC resident stimulus program.
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?
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.
We would like to congratulate the recipients of the 2023 RGF Integrated Wealth Management Entrance Award and the RGF Integrated Wealth Management Achievement Award
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?
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.
What does the ocean mean to you? For many of us it is a destination, a place to relax and unwind.
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
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.
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.
Todd, an engineer, and Margo, a part-time daycare worker, are 54 years old, live in Vancouver, and have two adult children.
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.
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.
We would like to congratulate the inaugural recipient of the RGF Integrated Wealth Management James E Rogers Leadership Scholarship!
Saving money in your Tax-Free Savings Account (TFSA) is never a bad idea. One of the perks of living in Canada, aside from its beautiful landscape and friendly citizens, is having the ability to set aside after-tax dollars in a TFSA...
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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Mortgage and debt management is an important element of your financial plan.
Pilot Mortgage Group is one of the top mortgage brokerage companies in Canada. They work with over 50 different lenders to secure the best mortgage financing for your specific needs. Pilot also has a large emphasis on ongoing mortgage management that ensures your mortgage remains the right fit.
Should you wish to get started with Pilot, you can start on the online application below or speak with our advisory team to hear more about how they may be able to help you with your upcoming financing needs.
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