Videos
What is Term Life Insurance?
Shaun Sun
Financial Advisor & Associate 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 & Associate 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 a registered representative with IIROC in BC. He is a licensed insurance agent in BC.
OUR TEAM
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Brett Simpson
Financial Advisor, Associate Portfolio Manager & Chairman Meet Brett Book an Appointment
TAKE AWAYS
Advisor Insights
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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.
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BC Recovery Benefit
By Brett Simpson on 09 Dec 2020
We’re reaching out with the details about their BC resident stimulus program.
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Opportunities Where You Least Expect Them
By Brett Simpson on 22 Oct 2020
When we are young, we don’t know what we don’t know!
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5 Resolutions to Help Adjust to the New Normal
By Shaun Sun on 16 Jun 2020
If you’re like me, the ink on some of your New Year’s resolutions had just dried when the pandemic shutdown started.
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Strong Roots Grow: Be the Tree Parting the Herd!
By Brett Simpson on 26 Mar 2020
Although it is too early to call a reversal to the over-sold trend in markets, especially while the pandemic viral trends are expected to naturally expand, there is some hope that the huge stimulus packages being passed will translate into an economic softer landing for “socially distanced” societies.
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Government Responses to COVID-19: A Perspective
By Brett Simpson on 18 Mar 2020
We hope you and your families, friends and business associates are remaining healthy and safe as fear of infection from the COVID-19 virus has been rising steadily.
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Should I be Worried about the Upcoming US Election?
By Jon Knutson on 17 Dec 2019
Over the years, I have been asked how US election results might impact portfolio returns. For some reason, I was asked this question much more frequently about three years ago…
Takeaways
Our Firm Insights
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New Savings Options and Tax Changes For 2023
By Bryson Milley on 16 Jan 2023
It’s not often that a new calendar brings interesting new savings and tax changes, but 2023 is an exception.
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Case Study: Life Insurance in Retirement – Helping Adult Children Equitably
By Tara Ennevor on 12 Jan 2023
How can you help an adult child in need now and ensure any other children are treated equally?
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Tapping Your Portfolio for Some Quick Cash
By John Hale on 12 Jan 2023
Given the high inflation we have all experienced over the last 12 months, it comes as no surprise that many household budgets are being pushed to their limit.
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Don’t Be Afraid!
By Mike Duffy on 12 Jan 2023
Fear can literally kill you. Fear is an incredibly destructive force in the human psyche. Fear comes from the Latin word periculum, which means “peril.”
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Important Year-End Tax Filing Information
12 Jan 2023
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
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Today is the Present
By Vera Vlaovich on 20 Dec 2022
What present are you giving yourself for Christmas this year?
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Are You Stuck in a Rut
By Cecilia Tsang on 15 Nov 2022
Do you have a habit or a pattern of behaviour that has become unproductive and hard to change?
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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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Case Study: Retirement Investing for Small Business Owners
By Linson Chen on 07 Oct 2022
You have excess cash that is accumulating in your corporation that you do not need for personal or business purposes.
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What You Need to Know about Dividends
By Daniel Sitar on 07 Oct 2022
If you own stocks in your investment portfolio – either directly or through mutual funds or exchanged traded funds – you are a part owner in multiple businesses.
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BBQ Tips from Rusty Johnson
By Rusty Johnson on 07 Oct 2022
I am Rusty Johnson and I’m the Pitmaster/Head Chef of Rusty’s BBQ! I am a competition cook who specializes in live fire cooking.
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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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Younger Next Year
By Alain Quennec on 15 Sep 2022
Several years ago, I was able to attend a talk by Chris Crowley, co-author of Younger Next Year (along with his physician, Dr. Henry Lodge), a book about living healthily and with vigor and energy.
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A beginner’s mindset
By Mark Neufeld on 15 Aug 2022
In life, learning never stops.
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Longevity and Life Annuities
By Clay Gillespie on 28 Jul 2022
A couple of questions we commonly get asked are “What is a life annuity?” and “Should I consider a life annuity in my situation?”
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