CFP®, CLU, FEA, TEP
SR. Financial Planner, Spring Financial Planning
Areas of Specialty: Retirement Planning, Private/Family Business, Cross-Border Planning
In 1997, Julia got her first taste of the financial services world – and loved it. She took her career through multiple investment firms and credit unions, trying nearly every role she could find and taking advantage of all the education available. In 2011, she left traditional financial services to form a fee-for-service financial planning firm in partnership with an accounting firm in order to serve more people in a conflict-free environment. Just a few years later, she took JYC Financial entirely independent, and a few years after that… merged with Spring Personal Finance to become Spring Financial Planning.
Julia is also co-founder of Admin Slayer Services, and a charter member of Lead Family Enterprise Advisors. Along with Sandi and Krysten, she co-authored the “Women & Money” ebook, and with her co-founders at Admin Slayer, co-authored the “Art of Delegation” and “The Entrepreneur’s Survival Guide” ebooks. Julia loves to write and has held the role of Business Editor at two magazines, and has been frequently interviewed as an expert on Canadian finance for numerous publications, including BBC Capital and Global News. She’s been a finalist for several Wealth Professional awards (always a bridesmaid) and made the 2016 “Hot List” of 50 Leading Figures in Canadian Finance.
Julia divides her time among several locations in British Columbia, including Vancouver, South Surrey, Sechelt, and Anmore. She has a son in the first phase of adulthood, and is on the Empty Nester Starter Package, figuring out what the next chapter of her life might look like. It definitely involves financial planning, and hopefully, a lot of music.
Video: Meet Julia
Because Money Podcast: An American in Paris (Ontario) with Julia Chung
BBC Capital Article: New Love: A retirement dream or nightmare?
Globe & Mail: How Much is Enough for Your Emergency Fund?
Yahoo Finance: RRSP Season – Does it Pay to Borrow?