Julia Chung, CFP®, 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
How families can plan for their long-term care and aging in place needs
Julia was delighted to talk about Canadians wanting to stay in their own homes as they age and the associated costs with David Toyne at Steadyhand.
Retirement Is Happening Everywhere
Retirement is reshaping every industry in Canada, from healthcare to media to small business. As baby boomers exit the workforce, thoughtful succession planning is essential to ensure continuity, transfer knowledge, and support smooth transitions for individuals, families, and organizations.
Moolala: Money Made Simple – What Should You Do When You Win The Lottery
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about what to do and what not to do when you unexpectedly get a large sum of money.