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.
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
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.
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.
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.
Saving to buy your first home? Here are 5 things you should know about the new Tax-Free First Home Savings Account (FHSA)
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.
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.
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.
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.
I hope settling into a back-to-school “routine” has been going well for parents and students everywhere
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.
We’re reaching out with the details about their BC resident stimulus program.
When we are young, we don’t know what we don’t know!
If you’re like me, the ink on some of your New Year’s resolutions had just dried when the pandemic shutdown started.
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.
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.
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…
It’s not often that a new calendar brings interesting new savings and tax changes, but 2023 is an exception.
How can you help an adult child in need now and ensure any other children are treated equally?
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.
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.”
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
What present are you giving yourself for Christmas this year?
Do you have a habit or a pattern of behaviour that has become unproductive and hard to change?
Saving to buy your first home? Here are 5 things you should know about the new Tax-Free First Home Savings Account (FHSA)
You have excess cash that is accumulating in your corporation that you do not need for personal or business purposes.
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.
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.
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.
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.
In life, learning never stops.
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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Mortgage and debt management is an important element of your financial plan.
We work with Homewise to make your mortgage process simpler.
Homewise represents 30 bank and lending partners. It was started to provide Canadians with a better mortgage process. Their team is made up of finance, technology, and consumer experience experts, who have worked in the mortgage industry for many years. Their simple online mortgage process uses human language, helpful content, and access to professionals at every step.
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