Julia Chung, CFP®, CLU®, 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!
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What We’re Writing
Retirement Is Happening Everywhere
Retirement is reshaping every industry in Canada, from healthcare to media to small business. As baby boomers exit the workforce, thoughtful succession planning is essential to ensure continuity, transfer knowledge, and support smooth transitions for individuals, families, and organizations.
What Makes Life Good? It’s More Than Money
Plot twist: the good life isn’t for sale! Psychologist Daniel Kahneman cracked the code with five life essentials; joy, deep work, killer relationships, purpose, and personal growth. Money’s nice, but flourishing happens when you invest in experiences over expenses!
The 30-Year Weekend: Planning for the Retirement Adventure of a Lifetime
Retirement could last as long as your career, think of it as the longest weekend ever. With smart planning, flexible strategies, and a dash of optimism, you can turn your nest egg into decades of freedom, fun, and financial confidence.