Shaun Sun
Profession: Investment Advisor
Location: Vancouver, British Columbia, Canada
Organization: Sun Wealth Group / RGF Integrated Wealth Management
Overview
Shaun Sun is an Investment Advisor and Associate Portfolio Manager at Sun Wealth Group, affiliated with RGF Integrated Wealth Management. He is based in Vancouver, British Columbia, and specializes in serving high-net-worth private clients.
Professional Certification
| Certification | Description |
|---|---|
| CIM | Canadian Investment Manager |
Education
- UBC Sauder School of Business - University of British Columbia
Professional Background
Sun Wealth Group / RGF Integrated Wealth Management
- Position: Financial Advisor & Associate Portfolio Manager
- Focus: Private wealth management for high-net-worth individuals
Philosophy
“I seek to empower you with the confidence that comes from truly understanding your…”
(Dedicated to empowering clients with confidence through truly understanding their financial situation)
Client Testimonial
“In my experience, Shaun Sun, as a financial advisor and a member of my planning team for several years, has provided very personal and sound professional advice.”
Contact Information
- LinkedIn: https://ca.linkedin.com/in/shaunsun
- Website: https://www.rgfwealth.com/advisors/shaunsun/
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