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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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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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?
Takeaways
Our Firm Insights
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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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Planning a vacation? Don’t forget the sunscreen – and your travel insurance!
By Debbie Saleem on 09 Nov 2021
Now that the U.S. border is finally open, and Covid restrictions are beginning to ease worldwide, many of us are starting to plan the vacations we’ve yearned for.
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Financial Self Care
By Reg Sangha on 13 Oct 2021
Now is an opportune time to assess our own financial situations, simplify our lives, and build healthy habits for the future.
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Behavioural Finance
By Brent Vandekerckhove on 06 Oct 2021
The investment world is based on decisions humans make regarding money every day – some decisions lead to positive outcomes, and others have negative results.
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The Impact of Foreign Exchange Rates on Investment Returns
By Nick Hearne on 06 Oct 2021
When we think about the value of the Canadian dollar (CAD) in relation to other currencies, our first thought is often our buying power when we travel abroad.
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Namaste Canada: A Culinary Journey from India to Canada
By Vikram Vij on 06 Oct 2021
I love to share memories of my journey and the recipes that I’ve learned along the way.
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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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Five Ways Students Can Save Money
By Debbie Saleem on 17 Sep 2021
September means students are heading back to class. Every dollar counts when you’re a student – here are five tips on stretching that cash.
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Work Trends – Preparing for Change
By Teresa Black Hughes on 17 Aug 2021
Whether a change of employment is a matter of choice, or is thrust upon you, there are a few things to consider. After all, preparedness is one of the best ways to reduce stress.
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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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What Is a “Return”?
By Alain Quennec on 26 Jul 2021
There’s an old investment joke that goes, “Do investors care more about the return on their investment or the return of their investment?” We want growth plus our original investment back to us, don’t we?
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Today’s Executor is a Digital Executor
By Sharon Hartung on 23 Jul 2021
On May 13, 2021, I was delighted to join RGF advisors and clients for their second virtual event where I discussed the ideas covered in my first book, Your Digital Undertaker– Exploring Death in the Digital Age in Canada.
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Stuck In a Box?
By Cecilia Tsang on 23 Jul 2021
Our conscious mind likes to create “boxes” that we use to organize the world around us. These boxes are often created through our upbringing and the influence of our parents, peers, society, and the media.
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Mask On/Mask Off/Mask Maybe
By Tara Ennevor on 16 Jul 2021
July 1st this year was a day of decisions. In BC, do we keep wearing our masks, take them off for good or wear them in some places but not others?
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Tales from the 'Crypt-ocurrency'
By Brent Vandekerckhove on 14 Jun 2021
Cryptocurrency. Now that I have your attention, I wanted to share more on the subject.
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