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
June 2020 Update
What a month, what a year. It’s hard to be a person right now, and it’s hard to be mindful, goal-oriented, and thoughtful about our futures. It’s times like these that, more than ever, we need to rely on our plans. We gave our thoughts on all of that in last...
Portfolio Second Opinion: A Case Study
Welcome back to another case study! If you’re new here, our case studies involve mushing together similar client stories, scrubbing away any identifying details, and sharing how we’re helping Canadians in various financial situations with cash flow, retirement...
May 2020 Update
The Spring team kicks off each calendar year with a post we call What We Want for You in… *current year.* For 2020, we wanted you to have practical examples of design thinking - the implementation of last year’s theme - so that you have some of the tools you need to...