Member

Julia Chung

Greater Vancouver Metropolitan Area

Spring Plans

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Julia Chung

Member Bio

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Julia is at the forefront of the financial planning profession, serving as CEO of Spring Planning, Family Enterprise Advisor at Trella Advisory, Board Director at Family Enterprise Canada, and Board Chair of the Financial Planning Association of Canada. With a rich and diverse background in personal, business, and cross-border finance, governance, family business, and conflict resolution, Julia empowers her clients through values-based decision making frameworks.

A prolific author, Julia has co-authored eBooks such as "Women & Money", "The Art of Delegation", and "The Entrepreneur's Survival Guide". She has held the role of Business Editor for Gazette & PowHerHouse magazines, and served as Technical Director for the 2024 release of "Funding a New Business for Dummies".

Julia has played a pivotal role in shaping the landscape of financial advice in Canada. Her entrepreneurial spirit and unique ability to "Manifest the Improbable" have led her to found and lead multiple organizations, drawing from a lifetime of experience in a family that is both entrepreneurial and academic. She thrives on challenge, especially those that start with someone saying, "You can't do that."

Specializations

Corporate Financial Planning
Corporate Tax Planning
Crossborder Planning (Canada/Other)
Crossborder Planning (US/Canada)
Divorce
Estate Planning
Financial Planning
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CLU
FEA
TEP

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

STEP

Education

University

Assets Under Management

Practice Size

Investment License

None

Provinces Licensed (Investment)

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