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!
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What We’re Writing
Book Review: The Power of Habit by Charles Duhigg
The Power of Habit and its follow-up, Smarter, Faster, Better, by Charles Duhigg were some of the bright shining spots in my nonfiction reading over the past year. You never know what you’re getting into with any kind of reading, but at least with fiction, you know...
Design Thinking: Taxes
Yum... taxes. As Canadians, we may have love-hate relationships with taxes. Or, like many of our cousins to the south, just flat-out hate-hate relationships. Regardless of how we might feel about taxes, they’re a part of our lives. We can choose to ignore them, we can...
March 2019 Update
Budgets, budgets and more budgets. The Federal Budget was released on March 19, and you can find our summary here. Some provinces have already released their annual budgets and more are rolling in. If you’re reading as many finance newsletters as we are, you’ll have...