Shaun Sun

Shaun Sun

financial plannerMale0.0Global Dominance: 0.00%

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·CanadaCanada· 2026-06-20
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