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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
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 and ON.
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Advisor Insights
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The Most Important Investment Milestone For Young Investors
By Shaun Sun on 14 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.
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Q3 Market Commentary: Key Considerations for Investors as We Approach Year-End
By Brett Simpson on 29 Oct 2024
At the beginning of the final quarter of 2024, several pivotal topics are shaping investor sentiment.
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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).
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At The AI Buffet: As the Ingredients Change So Must the Recipe
By Brett 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.
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Hold on Dorothy, We’re Way Beyond Kansas Now!
By Brett 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.
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Generative AI – Fad or Revolution?
By Shaun Sun on 13 Oct 2023
If you’re one of the millions, like myself, who have played around with ChatGPT this year, you were probably blown away by the power of this “generative AI” tool.
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First Home Savings Accounts – Available Now!
By Jon Knutson on 13 Oct 2023
Buying a home can be a challenge for many Canadians. Fluctuations in home prices, along with increased interest costs play a huge part in a first-time homebuyer’s ability to afford a home.
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Q2 Market Commentary
By Shaun Sun on 25 Jul 2023
Remember the doom and gloom surrounding the markets 6 months ago? For some, this feels like a distant memory. Major stock markets continue to surprise investors with strong performance year-to-date on the back of a number of positive developments...
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First Home Savings Accounts – Available Soon
By Jon Knutson on 04 Jul 2023
Buying a home can be a challenge for many Canadians. Fluctuations in home prices, along with increased interest costs play a huge part in a first-time homebuyer’s ability to afford a home.
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Central Banks: The Lender of Last Resort
By Jon Knutson on 21 Apr 2023
Over the past year, central banks have increased interest rates to combat inflation. Those rate hikes have helped slow things down, but the impact has been imprecise.
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2022 Retrospective
By Shaun Sun on 30 Jan 2023
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.
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Recession, Inflation and Interest Rates: Key Takeaways For This Quarter
By Shaun Sun on 25 Oct 2022
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.
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First Home Savings Accounts (FHSA)
By Shaun Sun on 20 Oct 2022
Saving to buy your first home? Here are 5 things you should know about the new Tax-Free First Home Savings Account (FHSA)
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Just Testing Your Shock Absorbers…
By Brett Simpson on 07 Oct 2022
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.
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Has the World Gone Crazy or Am I Just Older - Or Both? A Behavioral Perspective
By Brett Simpson on 15 Jul 2022
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.
Takeaways
Our Firm Insights
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Volatility: An Accumulator's Best Friend
By Kayla Schmiler on 15 Jan 2025
In the world of investing, volatility often gets a bad reputation. For many, it conjures up images of erratic price swings and uncertainty. However, for the disciplined long-term accumulator of wealth, volatility is not an enemy to fear—it’s a powerful ally.
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What is Anything Worth?
By Alain Quennec on 16 Dec 2024
As of this writing in mid-December 2024, Tesla is the most valuable automotive company in the world. As a matter of fact, with a market value of $1.44 trillion USD, it’s worth more than the entire remainder of the world’s car industry ($1.23 trillion USD).
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The Most Important Investment Milestone For Young Investors
By Shaun Sun on 14 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.
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What is Financial Planning?
17 Oct 2024
Financial planning is the strategic process of managing your financial resources to achieve your life goals and ensure financial security.
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Case Study: Buying a Recreational Property
By Bryson Milley on 17 Oct 2024
Having a recreational property is really something special. Homes are where parents parent, but at the cottage/cabin/camp, parents are “way more fun!”
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How Businesses Can Help Restore Nature and Drive Profits
By Montana Brisbin on 17 Oct 2024
Nature has the potential to heal itself – and us – with the right support...
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Tour de Cure 2024 Recap
By Brent Vandekerckhove on 17 Oct 2024
After a long, wet journey, the RGF “Market Cycles” successfully conquered the Tour de Cure, riding 200 kilometres from Chilliwack to Hope.
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2024 James E Rogers Leadership Scholarship Recipient
17 Oct 2024
We would like to congratulate the 2024 recipient of the RGF Integrated Wealth Management James E Rogers Leadership Scholarship!
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Trust Reporting Rules – What You Need to Know
By Mark Neufeld on 15 Oct 2024
What a year it has been for trust reporting rules. There have been many twists and turns in this ongoing saga.
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Why Responsible Investors Embrace ESG Portfolios
By Linson Chen on 13 Sep 2024
More investors are looking to align their financial goals with their personal values. Responsible investing is the integration of Environmental, Social and Governance (ESG) criteria into investment decisions. Here are some of the positive benefits ESG can play in your portfolio.
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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).
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The Short End of the Warranty
By John Hale on 17 Jul 2024
My wife and I recently ran into a common problem faced by many homeowners. When we went to turn on the hot water the other morning, to our dismay, the hot water tank had failed sometime during the night...
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Case Study – When to Start Receiving OAS Benefits
By Bryn Hamilton on 11 Jul 2024
Government benefits are often an area that gets confusing for Canadians as they plan for retirement.
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The Preparations and Challenges of an Executor
By Ryan Bacchus on 11 Jul 2024
A loved one has passed away unexpectedly. You are the executor of the deceased’s estate...
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Discovering What’s Next: Navigating the Transition through Retirement
By Susan Phelan on 11 Jul 2024
Retirement isn’t a one-size-fits-all experience. In today’s dynamic world, it’s more of a gradual transition than a sudden event.
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