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.
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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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In-Kind Donations to Charities
By Jon Knutson on 18 Apr 2022
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.
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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.
Takeaways
Our Firm Insights
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Prescribed Rate Loan: An Income Splitting Opportunity
By Linson Chen on 16 May 2022
Income splitting refers to transferring income from high income earners to lower income family members. Income splitting can be used to reduce the total taxes that you pay as a family when members are in different marginal tax brackets.
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Case Study: Drawing Down Your RRIF Tax-efficiently
By Reg Sangha on 28 Apr 2022
Many of you of have undoubtedly heard the saying from Benjamin Franklin in 1789, “In this world nothing can be said to be certain, except death and taxes.” He was not the first to utter those words nor will he be the last.
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The Tale of Two Inflations
By Bryson Milley on 28 Apr 2022
Over the past few months, there has been a growing rumble of conversation about inflation. Most people know what inflation is but understanding the root cause of inflation can be something different.
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Building Your Great Canadian Bucket List
By Robin Esrock on 28 Apr 2022
Robin Esrock is the bestselling author of The Great Canadian Bucket List. You can follow him at robinesrock.com or visit canadianbucketlist.com
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Canadian Federal Budget 2022
By Chris Eynon on 28 Apr 2022
On April 7, the Liberal government published the new Canadian Budget. Some of the items were expected and some expected anticipated items were not included.
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In-Kind Donations to Charities
By Jon Knutson on 18 Apr 2022
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.
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Review Your Variable Rate Loans in light of Higher Interest Rates
By John Hale on 16 Mar 2022
On March 2nd, 2022, the Bank of Canada increased its overnight interest rate by 0.25% to 0.50%, in what is widely expected to be the first of a series of small rate hikes this year to cool the economy and tame inflation.
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Tax Slips and Deadlines
By Cory Hill on 15 Feb 2022
As we make our way through the first months of 2022, we all begin to turn our attention to tax time.
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Four Focus Points for a Successful Portfolio
By Chris Eynon on 20 Jan 2022
The balance of any successful portfolio should consider the following: Liquidity, Income, Preservation of Capital and Growth
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Case Study: Solving the Retirement Income Puzzle
By Anne Hammond on 07 Jan 2022
“Retirement” – the word represents many things these days. It could be a lifestyle full of travel and adventures, or perhaps a transition to volunteer work...
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Pension Considerations – One of the Biggest Decisions of Your Life
By Teresa Black Hughes on 07 Jan 2022
Called the Great Resignation, since the pandemic, employees are leaving the workplace/workforce or switching jobs in droves.
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The Joy of Decluttering: A Professional Organizer’s Practical Guide
By Quincilia Siah on 07 Jan 2022
Clutter is everywhere. If we can get it under control, we can create a lot of harmony in our lives.
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Important Year-End Tax Filing Information
07 Jan 2022
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
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Government Benefits
By Clay Gillespie on 16 Dec 2021
There are two main types of government pensions that most Canadians can expect to receive during their retirement years: Old Age Security (OAS) and the Canada Pension Plan (CPP).
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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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