Julia Chung, CFP®, FEA, TEP
Partner, Sr. Financial Planner
Specialties:
Retirement Planning
Private/Family Business
Cross-Border Planning
Values Centered
Collaborative Professional Advice
Continuity Planning
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!
Our Process
What We’re Writing
Stepping Back to Move Forward
This summer, we’re reflecting on growth, independence, and continuous improvement. After exploring new opportunities, Spring remains proudly independent while strengthening our processes, team, and services. We encourage you to use the season to thoughtfully evaluate your own financial, business, and life plans.
When Summer Creates Space to Think
Summer has a way of slowing things down and making space for bigger questions. Retirement, spending, family, and legacy get pushed aside during busy seasons. A financial plan gives you direction, but the real work happens as life unfolds and plans meet reality.
Restructuring of the property tax deferral program
Your Spring team is part of a group of financial planners in BC who have spoken out to the provincial government regarding the restructuring of the property tax deferral program