Spring Plans Banner blossoms
Julia Chung, CFP®, CLU®, FEA, TEP
Julia Chung, CFP®, CLU®, FEA, TEP

Partner, Sr. Financial Planner

Retirement Planning
Private/Family Business
Cross-Border Planning


Connect with us

The advice was thoroughconcise, 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.

F. Fajardo

Having an impartial 3rd-party review our entire financial situation is one of the best business decisions my wife and I have made. We consider Julia our personal CFO and have incorporated her services into all aspects of our financial lives.

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.

C. Dewar

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!

C. Ducharme

Our Process

What We’re Writing

2023 May Update

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

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

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.