Videos
What is Term Life Insurance?
Shaun Sun
Financial Advisor & 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 & 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
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 Portfolio Manager with CIRO in BC and ON. He is a licensed insurance agent in BC, AB and ON.
OUR TEAM
TAKE AWAYS
Advisor Insights
-
The Path Forward From Oz
By Brett A. Simpson on 30 Jul, 2026
We are midway through 2026, and we thought it important to revisit some of the same themes we have been writing and talking with you about for the last several years. In January 2024, I wrote “Hold on Dorothy, We’re Way Beyond Kansas Now”, highlighting a twister–like concentration in U.S. and world equity markets as … The Path Forward From Oz
-
The Biggest Single Determinant of Investing Success…
By Brett A. Simpson on 15 May, 2026
At the heart of human our nature—and, by extension, modern investing—are several foundational concepts that help explain why we sometimes act more like a nervous herd of gazelles than cool-headed analysts. Herd behaviour describes the tendency of individuals to mimic the actions of a larger group, especially during periods of uncertainty (like when your DIY … The Biggest Single Determinant of Investing Success…
-
Changes to the Property Tax Deferment Program
By Jon Knutson on 21 Apr, 2026
The BC provincial government released its 2026 budget , which included proposedchanges to the terms of the property tax deferment program. Background Many BC homeowners use the province’s Property Tax Deferment Program, which lets themdefer property taxes on their principal residence through a low-interest provincial loan. Historically, interest was “simple interest,” sheltering participants from compounding … Changes to the Property Tax Deferment Program
-
Why Diversification Matters More in 2026
By Jon Knutson on 30 Jan, 2026
As we look ahead for 2026, Capital Group’s latest Outlook highlights a more balanced investment landscape, with opportunities broadening beyond a narrow group of U.S. technology stocks. After a year marked by volatility, tariffs and economic uncertainty, global markets are showing resilience and improving stability. Two years ago, Brett wrote about our concern with concentration … Why Diversification Matters More in 2026
-
Dare to Be Different – Q3 2025 Commentary
By Jon Knutson on 03 Nov, 2025
As portfolio managers, we receive a constant flow of economic and investment market insights and updates. This one seemed timely and appropriate to share given our alignment of concern about the concentration of the largest companies in the US and World market indexes. EdgePoint Wealth Management provides diversified security selection using “active management”, focusing on … Dare to Be Different – Q3 2025 Commentary
-
AI Scams Are Getting Smarter —Here’s How to Stay Safe
By Shaun Sun on 23 Oct, 2025
Artificial intelligence is transforming how we live and work — for better and, unfortunately, sometimes for worse, especially for your financial well-being. Scammers are now using AI to mimic voices, generate convincing emails and websites, and tailor messages that feel personal and urgent. The good news: with a few practical habits, you can dramatically reduce … AI Scams Are Getting Smarter —Here’s How to Stay Safe
-
Midyear Update: Staying the Course in a World of Uncertainty
By Shaun Sun on 21 Jul, 2025
Staying the Course in a World of Uncertainty As we move through 2025, investors continue to face a mix of global challenges—from trade tensions and fiscal concerns to rising geopolitical risks. Yet, despite the noise, markets have shown resilience, and there are important lessons for long-term investors. 🌍 Global Events, Local Impact Recent events, including … Midyear Update: Staying the Course in a World of Uncertainty
-
Looking Back to Move Forward
By Brett A. Simpson on 29 Apr, 2025
RGF clients share a common, forward-looking view built on planning for uncertainty and mitigating catastrophic outcomes. Seeking experienced, principles-based advice centred on a collaboratively derived financial plan is a value shared by generations of savers, investors, and retirees planning for their defined prosperity. Given most RGF clients live and work in Canada, the economic impact … Looking Back to Move Forward
-
Global Markets in 2025: A Year of Volatility, Resilience, and Perspective
By Brett A. Simpson on 22 Apr, 2025
As we progress through the first half of 2025, the global financial landscape is once again being shaped by a dynamic mix of geopolitical tensions, economic shifts, and investor sentiment. The year has opened with heightened volatility across nearly all major markets, driven largely by trade policy disputes, regional conflicts, and uncertainty around global interest … Global Markets in 2025: A Year of Volatility, Resilience, and Perspective
-
Maintaining a Risk-Aware Approach When Faced with Geopolitical Uncertainty
By Jon Knutson on 28 Jan, 2025
Investing for the long term requires a calm and disciplined approach, often in contrast to the emotional pull of current events and political headlines. Markets are inherently forward-looking, driven by expectations of corporate earnings and profits, investor sentiment, and social & economic factors. History shows that while political changes and geopolitical events can cause short-term … Maintaining a Risk-Aware Approach When Faced with Geopolitical Uncertainty
-
The Most Important Investment Milestone For Young Investors
By Shaun Sun on 15 Nov, 2024
Markets have been doing well this year and many investors have been rewarded with strong returns for their patience, sticking to their long-term investment plans coming out of 2022 & 2023.
-
Q3 Market Commentary: Key Considerations for Investors as We Approach Year-End
By Brett A. Simpson on 29 Oct, 2024
At the beginning of the final quarter of 2024, several pivotal topics are shaping investor sentiment.
-
More People Qualify for The Disability Tax Credit Than You Think
By Jon Knutson on 14 Aug, 2024
Over the years, we have come across many clients who were unaware that they, or their loved ones, might qualify for the disability tax credit (DTC).
-
At The AI Buffet: As the Ingredients Change So Must the Recipe
By Brett A. Simpson on 23 Jul, 2024
In the realm of global stock markets, recent history has been a bit like navigating an “all you can eat” Artificial Intelligence buffet. The biggest tech stocks have been the main course, with investors piling their plates high with servings of Nvidia, Meta, Alphabet, Amazon and Google.
-
Hold on Dorothy, We’re Way Beyond Kansas Now!
By Brett A. Simpson on 19 Mar, 2024
In the Land of Oz and the ever-evolving landscape of the stock market, a phenomenon that should capture the attention of investors is a tornado-like concentration of market value within a select few companies.
Takeaways
Our Firm Insights
-
Disability Tax Credit
By Cory Hill on 14 Aug, 2026
One of my colleagues did a deep dive into the Disability Tax Credit (DTC) to help a family member. He subsequently gave us all a very informative presentation on it at one of our annual advisor retreats. I thought it may be helpful to touch on the DTC as some clients may be eligible and … Disability Tax Credit
-
The Performance Trap: Measuring Portfolios Wrong
By Kayla Schmiler on 21 Jul, 2026
A retirement case study — what’s actually going on in your portfolio As I sat across the table from Jim, I could tell there was something weighing one him. He looked at me carefully, slid a monthly statement across the table, and asked a question many retirees quietly carry: “Have I even made any money … The Performance Trap: Measuring Portfolios Wrong
-
Tips to Avoid the OAS Clawback in Retirement
By Debbie Saleem on 20 Jul, 2026
For many high-net-worth retirees, Old-Age Security (OAS) is not a primary source of income but losing it unnecessarily can be frustrating. With thoughtful planning, it’s often possible to retain more of this benefit while still maintaining the lifestyle you’ve worked hard to achieve. The OAS program provides retirement income to Canadians age 65 and older … Tips to Avoid the OAS Clawback in Retirement
-
Supporting Vulnerable Animals and the People Who Love Them
By Nisse Gustafson on 20 Jul, 2026
Since 1895, the BC SPCA has been here to help animals in need across British Columbia. Although the BC SPCA — the British Columbia Society for the Prevention of Cruelty to Animals — has evolved and changed in many ways over its 130-year history, the care and protection of animals has always remained our core … Supporting Vulnerable Animals and the People Who Love Them
-
Mental Accounting: Why We Treat Money Differently Depending on Where It Comes From
By Bryn Hamilton on 20 Jul, 2026
One of the most common, and very human, financial habits we see is something called mental accounting. Mental accounting happens when we treat money differently based on its source, label, or purpose, rather than viewing all dollars as equal. While this can feel logical, it often leads to decisions that work against our long-term goals. … Mental Accounting: Why We Treat Money Differently Depending on Where It Comes From
-
Growing Your Money Was Only Half the Job
By Chris Eynon on 08 Jul, 2026
For most of your working life, the goal was straightforward: save consistently, invest wisely, and build your wealth over time. Retirement changes that goal. Once the paycheques stop, your investments have a new job. Instead of helping you accumulate wealth, they now need to provide a reliable income that can support your lifestyle for decades. … Growing Your Money Was Only Half the Job
-
Why Market Volatility Is Normal
By Clay Gillespie on 19 Jun, 2026
Over a typical 10-year period based on investment returns – you’re going to love us twice, hate us twice, and be indifferent to us six times. What this actually means is that over a 10-year period, the market typically goes up dramatically twice (the years you love us), goes down dramatically twice (the years you … Why Market Volatility Is Normal
-
The Biggest Single Determinant of Investing Success…
By Brett A. Simpson on 15 May, 2026
At the heart of human our nature—and, by extension, modern investing—are several foundational concepts that help explain why we sometimes act more like a nervous herd of gazelles than cool-headed analysts. Herd behaviour describes the tendency of individuals to mimic the actions of a larger group, especially during periods of uncertainty (like when your DIY … The Biggest Single Determinant of Investing Success…
-
So What Happens Next?
By Alain Quennec on 21 Apr, 2026
The human population on this planet is set to crest in 50-ish years and then slowly crawl downwards, absent a disaster like the 1918 Spanish Flu, which caused a population decline somewhere between 2% and 5% (we weren’t so good at counting back then), and subsequently caused (along with the Second World War) a significant … So What Happens Next?
-
Your Savings Options Explained: RRSP, TFSA, and FHSA
By Ryan Gee on 21 Apr, 2026
Let’s set the scene. It is the end of the day, and you are now finally able to relax for the evening. As you sit down on your cozy couch in your living room to relax, your brain starts to ponder your mental to-do list. You have managed to set aside some extra cash throughout … Your Savings Options Explained: RRSP, TFSA, and FHSA
-
A Partnership That Helps Keep Families Close
By Stephanie Mosher on 21 Apr, 2026
At Ronald McDonald House BC & Yukon, the heart of our work is simple but powerful: keeping families together when it matters most. Every year, thousands of families from across British Columbia and the Yukon must travel far from home so their child can access specialized medical care. In the midst of uncertainty, stress, and … A Partnership That Helps Keep Families Close
-
Changes to the Property Tax Deferment Program
By Jon Knutson on 21 Apr, 2026
The BC provincial government released its 2026 budget , which included proposedchanges to the terms of the property tax deferment program. Background Many BC homeowners use the province’s Property Tax Deferment Program, which lets themdefer property taxes on their principal residence through a low-interest provincial loan. Historically, interest was “simple interest,” sheltering participants from compounding … Changes to the Property Tax Deferment Program
-
The RGF Integrated Wealth Management James E Rogers Leadership Scholarship
By Jon Knutson on 20 Apr, 2026
The RGF Integrated Wealth Management James E Rogers Leadership Scholarship seeks to recognize anindividual who demonstrates positive leadership impact in the community. We believe in the right toeducation and want the next generation to have the opportunity to pursue their higher education goals. Scholarship Amount: $5,000 For application instructions and more details, please go to … The RGF Integrated Wealth Management James E Rogers Leadership Scholarship
-
The Workout to Conquer Cancer!
By Jon Knutson on 19 Apr, 2026
The Workout to Conquer Cancer benefiting the BC Cancer Foundation is our chance to support cancerresearch and patient care, all while engaging in a fun and healthy activity. This event brings togetherpeople of all fitness levels to participate in a variety of workouts, from yoga and pilates to high-intensityinterval training and dance, for a minimum … The Workout to Conquer Cancer!
-
Spring Cleaning Tips – For Your Finances
By Anne Hammond on 13 Apr, 2026
Spring is often when we think about cleaning up our homes and our yards, getting prepared for summer. It’s also a good time to think about organizing our finances as we file our tax returns and receive our Notices of Assessment. Here are a few tips for sprucing up your finances this spring: Happy spring … Spring Cleaning Tips – For Your Finances
Sign Up and
Stay Informed
Stay Informed
Join our mailing list to receive future updates of new content on our site.
Videos
What is Permanent Life Insurance?
Resources
Photos
RESOURCES
Mortgages & Debt Management
Mortgage and debt management is an important element of your financial plan.
Pilot Mortgage Group is one of the top mortgage brokerage companies in Canada. They work with over 50 different lenders to secure the best mortgage financing for your specific needs. Pilot also has a large emphasis on ongoing mortgage management that ensures your mortgage remains the right fit. Should you wish to get started with Pilot, you can start on the online application below or speak with our advisory team to hear more about how they may be able to help you with your upcoming financing needs.
RESOURCES
Insurance
Protect Your Travels with Comprehensive Insurance from Allianz
Traveling out of province or abroad can lead to unexpected medical expenses. Ensure peace of mind with comprehensive travel insurance plans from Allianz, tailored for both leisure and business travelers.
Allianz Travel Insurance
Allianz provides affordable and comprehensive travel insurance plans that cover trip cancellations, emergency medical expenses, and more. They offer 24/7 assistance and a worldwide network of prescreened hospitals to ensure you receive the right care when needed.
For your travel insurance needs:
Visit Allianz’s website to get a quote, compare plans, and buy online instantly.
For any questions, Allianz experts are available to assist you.