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.
Sandi Martin details the difference in opening and investing in an RESP regardless of your economic circumstance.
Financial success depends on where you decide to invest your money. What you value and care about in life can reflect in your finances. When you have the right financial advisor, you can set yourself up for a secure future.
In this podcast published on
Growing Your Financial Business…The Woman’s Way, Julia Chung provides advice on how to make the most of your time to become successful.
In this article originally published on Best Health Reader’s Digest, Julia Chung outlines her five steps for great financial decision making.
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.
CBC talks about the changes in the upcoming 2020 tax season, what to expect, and how we can prepare for it.
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.
Globe and Mail features Sandi and her insights on the impact of the Second COVID-19 Wave to parents and women.
Originally Published on Globe and Mail Darryl Brown 6 November 2019 Founder of You and Yours Financial and Spring’s Director of Portfolio Strategies, Darryl Brown, is featured in Globe and Mail’s article, I’ve maxed out my RRSPs and TFSAs while living in Canada’s...
If your residency is changing, it may affect how you’re taxed. Canada, for instance, has many residents that spend half the year in warmer parts of the U.S. “One of the issues there is when you’re considered a resident of most countries in the world, you have to file taxes there,” said Julia Chung. “We have a lot of Canadian residents who are just finding out that they’re supposed to file a tax return with the U.S. every year.”
Some financial advisors are adopting a new, innovative subscription-based model for Canadians to pay for financial advice that could be especially attractive to middle-class and young, professional investors. The new model sees investors pay a regular monthly or...