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
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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!
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What We’re Writing
January 2020 Update
Happy 2020! Happy Year of the Rat! Happy EVERYTHING! If you’ve been reading along with us for a few years, you’ll already know that Julia is of the opinion that the time between January 1st and the Lunar New Year (January 25 this year) is our “practice run”. It can...
Big Shiny Numbers 2020
Welcome to 2020! Each new year comes with a new set of numbers and this year - which is either the last year of an old decade or the first year of a new one, depending on who you’re talking to - is no different. Here are some Big Shiny Numbers for Canadians this...
December 2019 Update
Your Spring Plans newsletter arrives a little earlier than usual this month because we are very hopeful that you have the opportunity to walk away from your email and enjoy some relaxation in the last few weeks of the year. Of course, we know you’ll want a few things...