Grow Their Wealth Episode One: Julia Chung
In this podcast interview, Julia details her journey of becoming a Financial Advisor and the CEO of two remote companies, and discusses the importance of building relationships with people based on Values.
RESPs for Any Situation
Sandi Martin details the difference in opening and investing in an RESP regardless of your economic circumstance.
How to Use Design Thinking to Revamp Your Finances
In this article originally published on Best Health Reader’s Digest, Julia Chung outlines her five steps for great financial decision making.
How much has the pandemic hurt your retirement plans?
To see how much has COVID-19 has impacted retirement plans, Toronto Star delve into the retirement portfolios of two couples who were affected by the pandemic.
What to Expect from the upcoming 2020 Tax Season
CBC talks about the changes in the upcoming 2020 tax season, what to expect, and how we can prepare for it.
Design Thinking for Advisors
Advisor’s Edge features Julia Chung and her use of design thinking into Spring Plans work with clients. She shares her five step of design thinking and more.