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About Spring Financial Planning

The Story

At Spring Plans, as an advice-only financial planning firm, we will work closely with you and your team of professional advisors to develop a plan and provide ongoing advice, centred around your best interests.

Our advice is influenced only by what’s in your best interests, and never by the potential for third-party compensation. We don’t sell products, accept commissions, or pay or receive referral fees or affiliate income.

We help you create financial success on your own terms…whatever they may be. Although our process is the same with every client, the outcomes are always delightfully different and as unique as the people we have the privilege to work with every day.

Purpose

To help you envision what is possible and create an intentional life by fostering financial confidence.

Mission

To treat you as the unique person you are by listening, understanding what’s important, and working together to create your life, well spent.

Vision

To revolutionize the profession and continuously raise the standard of financial planning, improving the lives of all Canadians.

Our Values

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Recent Blog Posts

The Surprising Downside of a Sunny Retirement

The Surprising Downside of a Sunny Retirement

If your residency is changing, it may affect how you’re taxed. Canada, for instance, has many residents that spend half the year in warmer parts of the U.S. “One of the issues there is when you’re considered a resident of most countries in the world, you have to file taxes there,” said Julia Chung. “We have a lot of Canadian residents who are just finding out that they’re supposed to file a tax return with the U.S. every year.”

November’s Top Three Favourite Reads

November’s Top Three Favourite Reads

What is the difference between “automatic” and “automated” finances? How are the retirement planning rules and tools different if you’ve been earning a lower than average income? Why is there all this administration… and all these taxes… when your spouse passes away?...