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)
Shaun is a registered representative with IIROC in BC. He is a licensed insurance agent in BC.
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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Planning for Retirement... Mentally
By Debbie Saleem on 29 Apr 2021
You’ve met with your advisor and are delighted to find out that you’re financially on track to retire within the new few years.
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Can You Tilt the Odds in Your Favour?
By Christian White on 29 Apr 2021
It can be difficult not to jump into these high-flying stocks that we see day to day in the media.
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Growing Plants in Containers
By Brian Minter on 29 Apr 2021
Container gardening has grown exponentially, especially now with today’s new realities of smaller-space gardens and patio lifestyles.
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Can You Hear Me Now?
By Mark Neufeld on 29 Apr 2021
As I reflect on the past 12 months since this global pandemic was officially declared, there is one phrase (other than pivot), I think we’ve all heard many times…
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Federal Budget Updates
By Anthony Ma on 29 Apr 2021
The Federal Government introduced its updated budget on April 19th.
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The Power of Compounding
By Daniel Sitar on 15 Apr 2021
According to Albert Einstein, “compound interest is the most powerful force in the universe.”
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Are Your Kids Financially Savvy Enough to Move Out?
By Debbie Saleem on 12 Mar 2021
You’ve raised them, educated them, and now your adult “kids” are on the verge of moving out. But before they leave the nest there’s one more important lesson to pass on – how to manage their finances!
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Becoming Your Best Self
By Paola Rosani on 18 Feb 2021
As the cold winter weather takes over the landscape and all we seem to hear these days in the news are Covid-related topics, it is only natural that many of us feel a sense of sadness and a mixture of entrapment and detachment.
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Rules are not enough!
By Bryn Hamilton on 15 Jan 2021
Ethics form an integral part of the foundation of the financial services industry.
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Oh, What a Year!
By Tara Ennevor on 07 Jan 2021
As we look back at 2020, many would like to erase it from the books and start over! This is occasionally the sentiment at the start of a new year, but even more so now.
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Estate Planning in the Digital Age
By Anthony Ma on 07 Jan 2021
The arrival of COVID-19 vaccines is providing a sense of hope for the eventual end to the global pandemic.
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When Should You Start Receiving Your CPP Retirement Pension?
By Doug Runchey on 07 Jan 2021
Since 1987, when the Canada Pension Plan (CPP) first introduced flexible retirement pension start dates, this has been one of the most common questions that I get asked...
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Important Year-End Tax Filing Information
07 Jan 2021
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
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Our Digital World
By Christian White on 17 Dec 2020
This year has changed a lot for society. It has changed the way we communicate. It has changed the way we work.
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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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