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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
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 a Portfolio Manager with CIRO in BC and ON. He is a licensed insurance agent in BC, AB and ON.
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Advisor Insights
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The Biggest Single Determinant of Investing Success…
By Brett A. Simpson on 15 May, 2026
At the heart of human our nature—and, by extension, modern investing—are several foundational concepts that help explain why we sometimes act more like a nervous herd of gazelles than cool-headed analysts. Herd behaviour describes the tendency of individuals to mimic the actions of a larger group, especially during periods of uncertainty (like when your DIY … The Biggest Single Determinant of Investing Success…
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Changes to the Property Tax Deferment Program
By Jon Knutson on 21 Apr, 2026
The BC provincial government released its 2026 budget , which included proposedchanges to the terms of the property tax deferment program. Background Many BC homeowners use the province’s Property Tax Deferment Program, which lets themdefer property taxes on their principal residence through a low-interest provincial loan. Historically, interest was “simple interest,” sheltering participants from compounding … Changes to the Property Tax Deferment Program
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Why Diversification Matters More in 2026
By Jon Knutson on 30 Jan, 2026
As we look ahead for 2026, Capital Group’s latest Outlook highlights a more balanced investment landscape, with opportunities broadening beyond a narrow group of U.S. technology stocks. After a year marked by volatility, tariffs and economic uncertainty, global markets are showing resilience and improving stability. Two years ago, Brett wrote about our concern with concentration … Why Diversification Matters More in 2026
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Dare to Be Different – Q3 2025 Commentary
By Jon Knutson on 03 Nov, 2025
As portfolio managers, we receive a constant flow of economic and investment market insights and updates. This one seemed timely and appropriate to share given our alignment of concern about the concentration of the largest companies in the US and World market indexes. EdgePoint Wealth Management provides diversified security selection using “active management”, focusing on … Dare to Be Different – Q3 2025 Commentary
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AI Scams Are Getting Smarter —Here’s How to Stay Safe
By Shaun Sun on 23 Oct, 2025
Artificial intelligence is transforming how we live and work — for better and, unfortunately, sometimes for worse, especially for your financial well-being. Scammers are now using AI to mimic voices, generate convincing emails and websites, and tailor messages that feel personal and urgent. The good news: with a few practical habits, you can dramatically reduce … AI Scams Are Getting Smarter —Here’s How to Stay Safe
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Midyear Update: Staying the Course in a World of Uncertainty
By Shaun Sun on 21 Jul, 2025
Staying the Course in a World of Uncertainty As we move through 2025, investors continue to face a mix of global challenges—from trade tensions and fiscal concerns to rising geopolitical risks. Yet, despite the noise, markets have shown resilience, and there are important lessons for long-term investors. 🌍 Global Events, Local Impact Recent events, including … Midyear Update: Staying the Course in a World of Uncertainty
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Looking Back to Move Forward
By Brett A. Simpson on 29 Apr, 2025
RGF clients share a common, forward-looking view built on planning for uncertainty and mitigating catastrophic outcomes. Seeking experienced, principles-based advice centred on a collaboratively derived financial plan is a value shared by generations of savers, investors, and retirees planning for their defined prosperity. Given most RGF clients live and work in Canada, the economic impact … Looking Back to Move Forward
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Global Markets in 2025: A Year of Volatility, Resilience, and Perspective
By Brett A. Simpson on 22 Apr, 2025
As we progress through the first half of 2025, the global financial landscape is once again being shaped by a dynamic mix of geopolitical tensions, economic shifts, and investor sentiment. The year has opened with heightened volatility across nearly all major markets, driven largely by trade policy disputes, regional conflicts, and uncertainty around global interest … Global Markets in 2025: A Year of Volatility, Resilience, and Perspective
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Maintaining a Risk-Aware Approach When Faced with Geopolitical Uncertainty
By Jon Knutson on 28 Jan, 2025
Investing for the long term requires a calm and disciplined approach, often in contrast to the emotional pull of current events and political headlines. Markets are inherently forward-looking, driven by expectations of corporate earnings and profits, investor sentiment, and social & economic factors. History shows that while political changes and geopolitical events can cause short-term … Maintaining a Risk-Aware Approach When Faced with Geopolitical Uncertainty
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The Most Important Investment Milestone For Young Investors
By Shaun Sun on 15 Nov, 2024
Markets have been doing well this year and many investors have been rewarded with strong returns for their patience, sticking to their long-term investment plans coming out of 2022 & 2023.
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Q3 Market Commentary: Key Considerations for Investors as We Approach Year-End
By Brett A. Simpson on 29 Oct, 2024
At the beginning of the final quarter of 2024, several pivotal topics are shaping investor sentiment.
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More People Qualify for The Disability Tax Credit Than You Think
By Jon Knutson on 14 Aug, 2024
Over the years, we have come across many clients who were unaware that they, or their loved ones, might qualify for the disability tax credit (DTC).
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At The AI Buffet: As the Ingredients Change So Must the Recipe
By Brett A. Simpson on 23 Jul, 2024
In the realm of global stock markets, recent history has been a bit like navigating an “all you can eat” Artificial Intelligence buffet. The biggest tech stocks have been the main course, with investors piling their plates high with servings of Nvidia, Meta, Alphabet, Amazon and Google.
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Hold on Dorothy, We’re Way Beyond Kansas Now!
By Brett A. 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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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.
Takeaways
Our Firm Insights
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Growing Your Money Was Only Half the Job
By Chris Eynon on 08 Jul, 2026
For most of your working life, the goal was straightforward: save consistently, invest wisely, and build your wealth over time. Retirement changes that goal. Once the paycheques stop, your investments have a new job. Instead of helping you accumulate wealth, they now need to provide a reliable income that can support your lifestyle for decades. … Growing Your Money Was Only Half the Job
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Why Market Volatility Is Normal
By Clay Gillespie on 19 Jun, 2026
Over a typical 10-year period based on investment returns – you’re going to love us twice, hate us twice, and be indifferent to us six times. What this actually means is that over a 10-year period, the market typically goes up dramatically twice (the years you love us), goes down dramatically twice (the years you … Why Market Volatility Is Normal
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The Biggest Single Determinant of Investing Success…
By Brett A. Simpson on 15 May, 2026
At the heart of human our nature—and, by extension, modern investing—are several foundational concepts that help explain why we sometimes act more like a nervous herd of gazelles than cool-headed analysts. Herd behaviour describes the tendency of individuals to mimic the actions of a larger group, especially during periods of uncertainty (like when your DIY … The Biggest Single Determinant of Investing Success…
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So What Happens Next?
By Alain Quennec on 21 Apr, 2026
The human population on this planet is set to crest in 50-ish years and then slowly crawl downwards, absent a disaster like the 1918 Spanish Flu, which caused a population decline somewhere between 2% and 5% (we weren’t so good at counting back then), and subsequently caused (along with the Second World War) a significant … So What Happens Next?
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Your Savings Options Explained: RRSP, TFSA, and FHSA
By Ryan Gee on 21 Apr, 2026
Let’s set the scene. It is the end of the day, and you are now finally able to relax for the evening. As you sit down on your cozy couch in your living room to relax, your brain starts to ponder your mental to-do list. You have managed to set aside some extra cash throughout … Your Savings Options Explained: RRSP, TFSA, and FHSA
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A Partnership That Helps Keep Families Close
By Stephanie Mosher on 21 Apr, 2026
At Ronald McDonald House BC & Yukon, the heart of our work is simple but powerful: keeping families together when it matters most. Every year, thousands of families from across British Columbia and the Yukon must travel far from home so their child can access specialized medical care. In the midst of uncertainty, stress, and … A Partnership That Helps Keep Families Close
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Changes to the Property Tax Deferment Program
By Jon Knutson on 21 Apr, 2026
The BC provincial government released its 2026 budget , which included proposedchanges to the terms of the property tax deferment program. Background Many BC homeowners use the province’s Property Tax Deferment Program, which lets themdefer property taxes on their principal residence through a low-interest provincial loan. Historically, interest was “simple interest,” sheltering participants from compounding … Changes to the Property Tax Deferment Program
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The RGF Integrated Wealth Management James E Rogers Leadership Scholarship
By Jon Knutson on 20 Apr, 2026
The RGF Integrated Wealth Management James E Rogers Leadership Scholarship seeks to recognize anindividual who demonstrates positive leadership impact in the community. We believe in the right toeducation and want the next generation to have the opportunity to pursue their higher education goals. Scholarship Amount: $5,000 For application instructions and more details, please go to … The RGF Integrated Wealth Management James E Rogers Leadership Scholarship
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The Workout to Conquer Cancer!
By Jon Knutson on 19 Apr, 2026
The Workout to Conquer Cancer benefiting the BC Cancer Foundation is our chance to support cancerresearch and patient care, all while engaging in a fun and healthy activity. This event brings togetherpeople of all fitness levels to participate in a variety of workouts, from yoga and pilates to high-intensityinterval training and dance, for a minimum … The Workout to Conquer Cancer!
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Spring Cleaning Tips – For Your Finances
By Anne Hammond on 13 Apr, 2026
Spring is often when we think about cleaning up our homes and our yards, getting prepared for summer. It’s also a good time to think about organizing our finances as we file our tax returns and receive our Notices of Assessment. Here are a few tips for sprucing up your finances this spring: Happy spring … Spring Cleaning Tips – For Your Finances
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The Spirit of Giving All Year Long
By James Huynh on 16 Mar, 2026
The spirit of giving, whether it’s charitable or otherwise, is usually front of mind for a lot of people every year as December rolls around. As obvious as it seems, even though it’s no longer the holiday season, the spirit of giving can extend year-round! Earnestly, I’ve only come to understand that myself in the … The Spirit of Giving All Year Long
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Your Greatest Asset
By Karen Leon on 17 Feb, 2026
When I was twelve, my parents sat me down to share that my mom was diagnosed with cancer and that our family expenses will need to be cut as she will no longer be able to work while she undergoes surgery and treatments. Each of our family members did what we could, I gave up … Your Greatest Asset
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Case Study: Thoughtful Planning for RESP Contributions
By Nick Hearne on 30 Jan, 2026
Jack and Jill are excited to welcome their granddaughter, Kate, to the family and would like to set aside funds to help her with future post-secondary education costs. They plan to contribute the lifetime maximum of $50,000 to a Registered Education Savings Plan (RESP) for Kate and currently have this cash available. An RESP is … Case Study: Thoughtful Planning for RESP Contributions
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Smart Wealth Transfer to Adult Children: Using FHSAs, TFSAs, and RESPs
By Cecilia Tsang on 30 Jan, 2026
For many families, supporting the next generation is a core financial value. Parents and grandparents often want to help their adult children (or grandchildren) get ahead, whether that means saving for a first home, investing early for long-term growth, or reducing the burden of education costs. The challenge? Doing so strategically, tax-efficiently, and without triggering … Smart Wealth Transfer to Adult Children: Using FHSAs, TFSAs, and RESPs
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The Role of the Executor
By Alyssa Mitha, JD (CA), JD (US), TEP, MFA-P™ on 30 Jan, 2026
The death of a loved one is a significant emotional event, and navigating the administration of their estate can be complex. Central to this process is the executor – also known in some provinces as the estate trustee or liquidator (in Quebec). The executor plays a crucial legal and fiduciary role in ensuring the deceased’s … The Role of the Executor
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Protect Your Travels with Comprehensive Insurance from Allianz
Traveling out of province or abroad can lead to unexpected medical expenses. Ensure peace of mind with comprehensive travel insurance plans from Allianz, tailored for both leisure and business travelers.
Allianz Travel Insurance
Allianz provides affordable and comprehensive travel insurance plans that cover trip cancellations, emergency medical expenses, and more. They offer 24/7 assistance and a worldwide network of prescreened hospitals to ensure you receive the right care when needed.
For your travel insurance needs:
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For any questions, Allianz experts are available to assist you.