Videos
What is Term Life Insurance?
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 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
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)
Canadian Securities Course (CSC)
Conduct and Practices Handbook (CPH)
Wealth Management Essentials (WME)
Life License Qualification Program (LLQP)
OUR TEAM
TAKE AWAYS
Advisor Insights
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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:
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The BC Training and Education Savings Grant
By Jon Knutson on 14 Oct 2015
In February 2013, the BC government announced that any BC resident with an RESP for a child born on or after Jan. 1, 2007, may apply for a one-time grant of $1,200 between the child’s sixth and seventh birthday. Two years have passed since then, as it has taken the government time to develop the applications, and for Financial Institutions to obtain approval to offer the grant.
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Losing your Group Health Coverage?
By Jon Knutson on 01 Jul 2015
As Canadians, we have one of the best healthcare systems in the world—but that doesn’t mean your provincial government provides you with all the healthcare coverage you need.
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Change happens
By Brett Simpson on 16 Feb 2015
For most people “financial independence” is a goal. Achieving it relies on gradually converting our “Human Capital” capacity to work, through savings, into a lifelong cash flow. Having financial security or freedom of choice, means having an income, independent of government, employer and family, throughout our lifetime.
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The Costs of Health
By Shaun Sun on 03 Jan 2015
Don and Jane Smith are the proud and loving parents of 2 children age 15 and 16. At a meeting with their accountant, one of the topics of concern for the family is the large health costs...
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Building an Efficient and Effective Emergency Fund
By Shaun Sun on 01 Jul 2014
One of the fables I remember repeated numerous times during grade school was Aesop’s tale of the ant and the grasshopper.
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Tax-advantaged Health Spending
By Jon Knutson on 01 Jan 2014
If you own a small business and are tired of paying medical and dental bills for you and your family with personal after-tax dollars, you should investigate a little-known section of the Income Tax Act.
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The One Thing
By Brett Simpson on 01 Oct 2013
In the 1991 movie “City Slickers”, Curly (Jack Palance) asks Mitch (Billy Crystal): “Do you know what the secret to life is?”
Takeaways
Our Firm Insights
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Sequence of Returns Risk
By Nick Hearne on 17 Sep 2018
Most investors understand that to achieve their long-term target rate of return, they will need to accept some volatility in the short and medium term.
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Trump and Tariffs: Where does this lead?
By Bryson Milley on 20 Aug 2018
Having now crossed the half-way mark of 2018, it is interesting to look back at the first 6 months in an effort to gain perspective of what the rest of the year may bring.
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Inflation Rises To 2.5% In June…The Highest Since 2012
25 Jul 2018
Statistics Canada recently reported that Canada’s annual inflation rate rose to 2.5% in June. In addition, consumer prices grew faster than in the previous six years.
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The Big Six Bias
By Cory Hill on 09 Jul 2018
Today, many of us have fragmented relationships with our financial institutions. Gone are the days when we would head to our local bank branch to take care of our monthly bills, deposits,withdrawals and update our bank books,
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Responsible Investing Myths
By Linson Chen on 08 Jul 2018
According to the 2017 Responsible Investment Association (RIA) Investor Opinion Survey, a majority (77%) of Canadian investors are interested in responsible investing (RI) yet they know little or nothing about it.
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Wills Variation Estate Primer
By Erin Hatch on 07 Jul 2018
As you make decisions regarding your estate and succession planning, you want to ensure that your final wishes will be upheld and withstand judicial scrutiny.
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Why TFSA’s Are Important, Especially for Pensioners
By Stefano Pannu on 06 Jul 2018
Let’s look at a quick scenario we typically come across as financial planners working with pensioners. You are about 5 years away from retirement.
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Where Do We Go From Here?
By Walker Mooney on 26 Jun 2018
The overriding commentary is on the question of whether, at this late stage of the economic business cycle, will the markets continue to drive higher or are we in for a correction or potentially a major pullback and possible recession?
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Reaching Our Goals
By Cecilia Tsang on 15 May 2018
Recently I was sick after coming back on from a trip. This was the first time my husband and I traveled together without the children and I was looking forward to spending quality time with them upon my return.
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Undue Influence – Avoid an Undoing
By Teresa Black Hughes on 27 Apr 2018
I had a pastor many years ago who often said, “If it weren't for people…”.
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What does Life Expectancy Actually Mean?
By Clay Gillespie on 27 Apr 2018
Life expectancy is one of the most misunderstood aspects of retirement income planning - yet, it is one of the most important factors.
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What to Look for When You Buy Home Insurance
By Kevin McLean on 27 Apr 2018
‘Water is the new fire’ says the Insurance Bureau of Canada (IBC)
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BC Budget 2018
By Chris Eynon on 26 Apr 2018
BC Finance Minister Carole James has released the NDP’s first full budget. The Finance Minister said that the intent is to “include historic investments in child care and affordable housing that will be felt for generations”.
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Emergency Reserves
By Alain Quennec on 18 Apr 2018
Years ago, I actually had someone say to me that they didn't need to put money aside because, "I don't plan on having any emergencies." Letting that sit without a response for a moment or two (I may have raised an eyebrow)
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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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