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Building and Maintaining a successful family enterprise

Building and Maintaining a successful family enterprise

by Julia Chung | Aug 22, 2025 | Media

Imagining the future from the very end can shift today’s choices, why the stories we tell become the roots of legacy, and how families can make room for both individual expression and shared responsibility.

Rainy Days and Your Backup Plan

Rainy Days and Your Backup Plan

by Julia Chung | Aug 14, 2025 | Monthly Spring Update, Personal Finance

Life has a way of throwing curveballs; job changes, surprise bills, or bigger challenges you never saw coming. By building solid emergency savings and smart insurance coverage, you can create a safety net that keeps you steady and ready for anything.

Behind the Advice: Julia Chung

Behind the Advice: Julia Chung

by Julia Chung | Jul 23, 2025 | Media

How Julia Chung went from being a single teenage mother to a financial advisor

How families can plan for their long-term care and aging in place needs

How families can plan for their long-term care and aging in place needs

by Julia Chung | Jul 18, 2025 | Media

Julia was delighted to talk about Canadians wanting to stay in their own homes as they age and the associated costs with David Toyne at Steadyhand.

Retirement Is Happening Everywhere

Retirement Is Happening Everywhere

by Julia Chung | Jul 4, 2025 | Monthly Spring Update, Personal Finance

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.

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