Videos
What is Term Life Insurance?
Shaun Sun
Financial Advisor
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
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
FPSC - Financial Planning Standards Council
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)
TAKE AWAYS
Advisor Insights
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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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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…
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Dirty Harry and the Hidden Truth
By Brett Simpson on 02 Oct 2019
About 50 years ago, a savvy and streetwise “Dirty Harry”, famously played by Clint Eastwood, said a profound truth: “A man has to know his limitations.” I know mine. I can’t predict the future.
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How Deep Does Your Diversification Go?
By Shaun Sun on 20 Jul 2019
One of the goals of a well-constructed portfolio is to reduce the overall risk witout sacrificing return. This is partly achieved through diversification, a concept many people understand as ‘not putting all your eggs into one basket’.
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The Case for Active Management with your Fixed Income
By Jon Knutson on 05 Apr 2019
As financial advisors, we make investment recommendations for your portfolio that are based on many factors, including your risk tolerance, investment objectives and your time horizon.
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How Small Things Can Make a Big Difference
By Brett Simpson on 22 Oct 2018
After thirty-five years of financial advising, I would like to share some insights I’ve recognized as important ingredients in effective integrated wealth management.
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Federal Budget 2018
By Shaun Sun on 19 Mar 2018
Some clarity for business owners holding passive investments in their corporations.
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Currency Impact on Portfolios
By Jon Knutson on 24 Oct 2017
Over the last 5 months, the Canadian dollar has risen substantially versus the US dollar (an approximate 13% increase). This is good news for shopping across the line, but bad news for the US dollar exposure within our portfolios.
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Sometimes Old Habits Require New Thinking
By Brett Simpson on 19 Jul 2017
Credit can be an extremely useful financial tool or a slippery slope to financial malpractice. Each of us must choose wisely how we manage our credit capacity (or lack thereof!).
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The Right Kind of Mortgage Protection
By Shaun Sun on 03 Jul 2017
If you’ve had to obtain a mortgage to purchase a home or condo, you will have noticed the number of times insurance was discussed.
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The Goose and the Basket of Golden Eggs
By Brett Simpson on 18 Jun 2017
If you had a goose that laid golden eggs, which is worth more: the eggs already in your basket or those yet to come? What value do you put on the goose?
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Do Corporate Class Mutual Funds Still Make Sense?
By Jon Knutson on 02 Jan 2017
Canadian mutual funds can take the legal form of a trust or corporation. While most funds are structured as mutual fund trusts, some are structured as mutual fund corporations. The latter are also known as corporate class funds.
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What's Right When Things Go Wrong?
By Brett Simpson on 03 Oct 2016
There are some risks that we take purely for the fun of it: skinny-dipping, roller coasters, even alcohol consumption. These risks range from fairly benign to potentially catastrophic.
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Making that RRSP contribution before the deadline
By Shaun Sun on 16 Feb 2016
So, you haven’t fully ‘topped-up’ your RRSP? There’s still time to make a contribution and have it count towards reducing your taxable income earned in 2015, if you do so before February 29th. Here are some things to consider before the deadline:
Takeaways
Our Firm Insights
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It’s not about a rate of return
By Daniel Sitar on 26 Nov 2020
As the saying goes, money cannot buy happiness. However, having confidence in your financial decisions and your ability to reach your long-term objectives results in security and peace of mind
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Preserve and Improve your Credit Score
By Nick Hearne on 17 Nov 2020
A solid credit score is your endorsement as a desirable borrower, providing you with access to capital at better rates, saving you considerable interest costs and helping you achieve your financial goals.
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Creativity Has Its Consequences
By Bryn Hamilton on 23 Oct 2020
Financial engineering is the term used to describe an institution’s innovation in security design.
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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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Retirement on Your Horizon? Considerations of the Pandemic ’s Ripple Effects
By Isabelle St-Jean on 21 Oct 2020
While leading retirement seminars for pre-retiring professionals over the past 10 years, I have observed diverse levels of readiness, attitude, and concern toward this major work/life transition.
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Financial Tips for Young Adults
By John Hale on 20 Oct 2020
Recently, my nephew and I went out for lunch to celebrate his acceptance to the University of Victoria. I would like to share some of the financial advice I passed on to him.
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The US Election and the Markets: Not as connected as one might think
By Bryson Milley on 15 Oct 2020
The looming US election is obviously a really hot topic right now, and it has led to a lot of questions about how it will affect the investment markets.
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Resiliency for All
By Vera Vlaovich on 28 Sep 2020
In a recent article, Dr. Lawrence Cheng, co-founder of Connect Health Centre for Integrative and Functional Medicine, defines resilience as “a process of adapting well in the face of adversity, trauma, threats, and stressors.”
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What was your Experience with Money as a Child?
By Cecilia Tsang on 18 Aug 2020
Do you worry so much about money that it keeps you up at night? Or are you quite calm about your finances and tend to be quite confident in managing your cash flow?
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Have A Dress Rehearsal
By Alain Quennec on 16 Jul 2020
Hope for the best, prepare for the worst – words to live (and golf) by.
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Navigating Stormy Seas
By Daniel Sitar on 13 Jul 2020
My father has been a passionate sailor for most of his life. In his twenties, he sailed from Victoria to Maui and in recent years, he has competed in several long-distance races.
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What is the Value of a Financial Advisor?
By Linson Chen on 13 Jul 2020
While investing is an important aspect of the job, good financial advisors will distinguish themselves through the advice and the service aspect of the relationship.
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The State of Mortgage Financing during Covid-19
By Tyler Wilson on 10 Jul 2020
While there have been many changes to our world over the last three months, one of the relatively surprising consistencies has been mortgage qualification.
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Income Volatility in Retirement
By Cory Hill on 10 Jul 2020
As investors, we have all seen what effect market volatility has on the value of one’s portfolio.
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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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