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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Collaborative Professional Advice
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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It’s the end of the year and with this season comes a time of reflection and introspection. This year we wanted to focus on values and on people. Read more to learn how we did just that.
This month we want to face a scary topic with you: Estate Planning. The way your estate is planned often ends up being the last thing people remember about you. How do you want to be remembered?
This month we’re encouraging you to consider your communities, however they show up in your life, and the impact they have on your finances.
This month we’re encouraging you to define your own success, celebrate your big (and small) milestones, and keep building a meaningful life.
Freedom can be thought of as many things, but today we’re going over freedom as one of your values. We’re showing you how to define freedom for you, and how to live with this value in mind.
Creating an education strategy can be a daunting task. From planning pre-school to post secondary, we are showing you how to use your values in the education strategy process.
Learn how to achieve peace of mind through our value this month, safety and security. We go through how this value can show up for you in cash flow, portfolio management, risk management, and in your estate.
This year, what we want for you is to help you clarify your values and structure a plan that aligns with your values.
Two retirees find themselves rebuilding their ideal retirement after a series of market fluctuations and poor insurance advice.
Note: For more information on the coronavirus and how it relates to your finances, see our dedicated COVID-19 resource page. Market 2020 Clinic Transcript: Spring Plans: Alright. Good evening, and welcome to the Quarterly Clinic with Darryl Brown. All participants...