Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner
Specialties:
Retirement Planning
Private/Family Business
Cross-Border Planning
Values Centered
Collaborative Professional Advice
Continuity Planning
Connect with us
The advice was thorough, concise, and very detailed. It is clear that there was a great deal of time and consideration put into the analysis and final recommendations, which were very clearly explained in the planning meeting. Also, it was a pleasure to work with the people at Spring Financial: they were always friendly, prompt with answers, and very helpful.
There’s no pressure to purchase any investment or insurance through her or any associate she has introduced us to; but rather an assessment and guidance on plans we have for the future.
While financial conversations can be daunting and confusing, Julia has a way of making the information understandable and relevant.
The financial plan she put together for us has provided context, clarity, and comfort. It’s also a great tool to help us make decisions and stay on track toward our financial goals over the long haul. Everyone should have one!
Our Process
What We’re Writing
How to Transition with your Clients to the Next Generation
Transitioning wealth among family members is a complex and often emotionally charged subject in which different values, priorities, and personalities can inflame disagreements over how assets should be shared. Julia participated in a roundtable discussion on how wealth advisors play a critical role in this process.
2023 April Update
How does the Federal Budget 2023 impact you? We’ve been reading all about it since it came out March 28th, and have news for you about First Home Savings Accounts, RESPs, RDSPs, the Canada Dental Benefit, intergenerational business transfers and more. We tried not to make it boring.
A Recession Toolkit
Julia talks about how to weather the storm during a recession and what tools to have in your kit to get you through.