Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner
Connect with us
The advice was thorough, concise, and very detailed. It is clear that there was a great deal of time and consideration put into the analysis and final recommendations, which were very clearly explained in the planning meeting. Also, it was a pleasure to work with the people at Spring Financial: they were always friendly, prompt with answers, and very helpful.
There’s no pressure to purchase any investment or insurance through her or any associate she has introduced us to; but rather an assessment and guidance on plans we have for the future.
While financial conversations can be daunting and confusing, Julia has a way of making the information understandable and relevant.
The financial plan she put together for us has provided context, clarity, and comfort. It’s also a great tool to help us make decisions and stay on track toward our financial goals over the long haul. Everyone should have one!
What We’re Writing
2023 May Update
Get ready to kickstart your summer planning! Explore our May update, which offers valuable insights to help you prioritize your plans for the remainder of 2023. Discover exciting ideas and tips to make the most of the upcoming months.
2023 April Update
How does the Federal Budget 2023 impact you? We’ve been reading all about it since it came out March 28th, and have news for you about First Home Savings Accounts, RESPs, RDSPs, the Canada Dental Benefit, intergenerational business transfers and more. We tried not to make it boring.
A Recession Toolkit
Julia talks about how to weather the storm during a recession and what tools to have in your kit to get you through.