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
Spring Has Riz: A Season for Reset, Reflection, and Real Planning
Spring invites reflection and reset. As tax season looks backward, thoughtful planning helps connect what 2025 taught us with what we want from summer and beyond, turning financial clarity into choices that support a more meaningful, intentional life.
Love, Loss, and a Little Punk Rock
Grief hits hard, but love hits harder. Julia explores how personal loss illuminates the power of planning, clarity, and caring for those we love. Choosing love fully, knowing pain is inevitable, is fearless, messy, and absolutely punk rock.
Emotional Intelligence in Financial Planning
Julia chatted with Rita Silvan from The Globe and Mail about the role of emotional intelligence in wealth management and how connecting with clients as individuals leads to better outcomes.