How to set up your business finances to scale and exit – with Julia Chung
For Female Founders host Sarah Bundy and Julia sat down to talk about how to set up your business finances to scale and exit.
Moolala: Money Made Simple for a discussion on Advice Only Financial Planning
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about the different kinds of financial planners and mainly an ‘advice-only financial planner.’
How Julia came to be an Advice Only Financial Planner
How this advisor went from being a broke, single mom to a successful entrepreneur and financial planner
Funding a New Business for Dummies
Funding a New Business For Dummies drills down to the top question on the minds of entrepreneurs―where can you find the funds to launch your new business?
Transitioning the Family Cottage (or cabin)
If your family has a summer hideaway, it’s likely that determining how best to deal with this legacy might weigh a little heavy on your mind. Perhaps you’ve talked to your professional advisors, or even searched the internet for ideas on how to move ahead.
Financial Planner Title Regulation in Ontario
As President of the Financial Planning Association of Canada, Julia co-signed a joint statement with advocates across the country to speak out against a credential recently approved by Ontario’s FSRA as part of their titling legislation.
Women & Investing: Specific concerns for women when it comes to finances
Women & Investing: Julia joined experts in investing and law to talk about the specific concerns for women when it comes to finances.
Credits and rebates available for home owners in Canada
Housing Credits & Rebates: The Globe and Mail asked Julia to share her thoughts on a variety of credits and rebates available for home owners in Canada.
Strategies for people who collect CPP and U.S. social security
The Globe and Mail ran a series on the CPP and asked Julia to comment on the interactions between Social Security and CPP and the best strategies and factors to take into consideration when collecting both both.
What is an Advice-Only Planner?
Julia was delighted to talk about Advice Only Planning with David Toyne at Steadyhand.
Canadian seniors are staying in their houses far longer than ever before
Canadian seniors staying in their houses far longer than ever before and the reasons why this is becoming more and more common.
How mahjong sessions foster business connections and cultural roots
A regularly occurring event in Julia’s calendar includes good conversation, great company and a some mahjong with the Joy Luck Club. The Globe & Mail asked Julia to write an article about the club she help found six years ago and why it’s so much more than just a game.