Financial Planning For Individuals, Families, & Business Owners

Serving clients with complex personal, corporate, and cross-border tax and estate planning needs as part of their collaborative professional advisory team

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Values Centered

Fully invested in finding out what success looks like for you and designing strategies that align with your values

Collaborative Professional Advice

Key players on your professional advisory team, bringing your legal, accounting, and portfolio management partners into alignment with each other and your financial plan

Continuity Planning

Accomplished Family Enterprise Advisor facilitating the transition of your family’s legacy from each generation to the next
Julia Chung Financial Planning

Julia Chung

CFP®, CLU, FEA, TEP | Partner, CEO, Sr. Financial Planner

In 1997, Julia got her first taste of the financial services world – and loved it. She took her career through multiple investment firms and credit unions, trying nearly every role she could find and taking advantage of all the education available. In 2011, she left traditional financial services to form a fee-for-service financial planning firm in partnership with an accounting firm in order to serve more people in a conflict-free environment. Just a few years later, she took JYC Financial entirely independent, and a few years after that merged with Spring Personal Finance to become Spring Plans.

Julia is also co-founder of Admin Slayer Services, a virtual business services firm and Spring’s “sister company.” Along with Sandi and Krysten, she co-authored the “Women & Money” ebook, and with her co-founders at Admin Slayer, co-authored the “Art of Delegation” and “The Entrepreneur’s Survival Guide” ebooks. Julia loves to write and has held the role of Business Editor at two magazines, and has been frequently interviewed as an expert on Canadian finance for numerous publications, including BBC Capital, The Globe and Mail, Investment Executive, and Global News. She has won numerous awards, most recently the 2020 Mackenzie Investments Silver Award for Female Trailblazer of the Year, and is one of the 2021 YWCA Vancouver Women of Distinction.

Julia is a Board Director for Family Enterprise Canada and the Vice President for the Financial Planning Association of Canada. She is a mentor through several organizations, and a volunteer with Junior Achievement BC, a financial literacy program for children.

Julia divides her time among several locations in British Columbia, including Vancouver, White Rock, and Sechelt. She has a son in the first phase of adulthood, and is on the Empty Nester Starter Package, figuring out what the next chapter of her life might look like. It definitely involves financial planning, and hopefully, a lot of music.

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