by Julia Chung | Oct 26, 2020 | Monthly Spring Update, Personal Finance
Happy October! We hope you’re adjusting well to the season and all the ambiguity that comes with it. We know that you have a great deal on your plate and may not have had much time to read about personal finance. Not to worry! Sandi has done all the reading for you.
by Julia Chung | Oct 20, 2020 | Case Study, Front Page, Retirement, Retirement Planning, Wealth Management
Retirement Planning We’ve been asked fairly frequently in the past what a “Spring Plan” is like and we often find ourselves at a loss. Our work isn’t really about creating Spring plans – although this is what we call ourselves – it’s really about providing...
by Julia Chung | Sep 28, 2020 | Front Page, Monthly Spring Update, Personal Finance
Results for "olivia" How is your September going? Over at Spring, we are all back at our desks after a summer filled with holidays exploring our local communities. With team members spread from coast to coast, we have been able to share our explorations with...
by Julia Chung | Sep 22, 2020 | Case Study, Front Page, portfolio review, Portfolio Second Opinion
Case Study Welcome back to another exciting installment in our 2020 series of case studies. This month, we’re introducing you to Olivia, who came to us looking for a portfolio review. Our case studies use real stories about real clients (mashed up with many other...
by Julia Chung | Aug 24, 2020 | Monthly Spring Update, Personal Finance
Julia Chung In Canada, we often think that summer is over when August is over. However, we like to remind ourselves (and anyone else who might listen) that the summer season in the Northern Hemisphere is absolutely not over until Tuesday, September 22nd. That’s right:...
