Manage increasingly intricate cross-border guidance
Originally Posted on The Globe and Mail
Featuring Julia Chung
August 23, 2023
Julia had a conversation with Helen Burnett-Nichols about the increasing demand for financial planning professionals to manage increasingly intricate cross-border guidance. For some advisors, this has recently become a growth area in their practice – a trend they only expect to increase as clients seek to navigate complex wealth management considerations on both sides of the border.
“Every person’s just a little bit unique and they can be like, ‘Yes, and I’m working part-time for this U.S. company – but I’ve also been working for them in Italy,”
– Julia Chung
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Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty six years' experience in the financial services industry, education in personal and corporate finance, business and family law, cross border planning, family dynamics, insurance, risk management, operations management, and strategy, Julia is a powerhouse financial planner committed to simplifying complex ideas into concrete, practical application.
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