Julia Chung is a highly educated, experienced advice-only (fee for service) financial planner specializing in personal finance, multi-generational family wealth, legacy, and succession planning. Her passion and drive to help people achieve is evidenced in her business, volunteer, and educational life.

In 2011, Julia founded JYC Financial as an independent financial planning firm. Later, in 2017, she co-founded Spring Planning, a conflict-free financial planning firm offering advice-only personal finance services.

In her role as a Board Director at Family Enterprise Canada, she leads as the Chair of the FEA Council. Julia also co-founded the Financial Planning Association of Canada, and is currently President.

As a co-author, she contributed to the ebooks "Women & Money," "The Art of Delegation," and "The Entrepreneur's Survival Guide." Alongside this, she has served as the Business Editor for Gazette and PowHerHouse magazines, while also lending her expertise to various publications in the realms of business and finance.

Her lifelong dedication to education has provided her with multiple designations and a thirst for knowledge that has extended her expertise beyond any single area of expertise, allowing her to analyse and advise from multiple perspectives.

Julia’s unique ability is “Manifesting the Improbable”. She relishes challenge, and is especially excited by opportunities that start with someone saying, “You can’t do that.”

Links:

• Women and Money eBook

• Video: Meet Julia

• Stress Test Podcast: How to crisis-proof your finances

• CBC’s “The Early Edition:” Managing our finances during the pandemic

• Investment Executive: Clients look to take advantage of low interest rates

• MoneyWise: Should I Cash Out My RRSP to Get Through the Coronavirus Pandemic?

• Global News: A Reader’s Question on Segregated Funds