Shaun Sun
Canadafinancial plannerMale8.0Global Dominance: 0.01%Shaun Sun is a certified financial planner and portfolio manager at RGF Integrated Wealth Management in Vancouver, specializing in tax-efficient investment strategies and retirement planning. He provides valuable insights into optimizing financial portfolios, particularly for clients navigating complex tax situations, such as corporate withdrawals and cross-border financial implications.
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Shaun Sun is a certified financial planner and portfolio manager who provides advice on tax-efficient corporate withdrawals.
What’s the most tax-efficient way for Sonali, 70, to draw funds as her husband needs more health care?The Globe and Mail·Canada· 2026-06-20
Canada· 2026-06-20
