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!
Our Process
What We’re Writing
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.
2024 March Update
Making great financial decisions can be incredibly difficult given the noise in the world about what is “right” and “smart”. Great financial planning helps you determine which strategies and decisions make the most sense for YOU, so that you can experience your life, well spent.