Helping journalists, producers and conference planners find the female guests, speakers and expert sources they need.

Julia Chung, CFP, CLU, FEA

Senior Financial Planner, CEO, Spring Financial Planning & Admin Slayer Services

Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services

Media/Médias

PowHERtalks | Julia Chung

Julia Chung is a Wealth Management Strategist who enjoys creating businesses like JYC Financial and Admin Slayer as well as helping others to build their own. Outside of work, you can find Julia solo-parenting, writing, fiddling with guitars and finding refuge on the Sunshine Coast. In her PowHERtalk, 'Startups: 4 Things To Get Over', Julia shares some valuable insights and lessons learned. jycfinancial.com powHERtalks.com

PowHERtalks | Julia Chung

Julia Chung is the Founder of JYC Financial & Co-Founder of Admin Slayer. She is a Wealth Strategist, Business Builder & Entrepreneur. In her PowHERtalk, Think Big: Our Responsibility - Our Mission, Julia encourages entrepreneurial women to play a bigger game. jycfinancial.com powHERtalks.com

The Surprising Downside of a Sunny Retirement

BBC Capital, March 8, 2016Online

URL: http://www.bbc.com/capital/story/20160318-the-surprising-downside-of-a-sunny-retirement

“One of the issues there is when you’re considered a resident of most countries in the world, you have to file taxes there,” said Julia Chung, a financial and estate planner with JYC Financial in Surrey, British Columbia, in Canada. “We have a lot of Canadian residents that are just finding out they’re supposed to file a tax return with the US every year. It’s a huge problem up here.”

Pricing in Terms of Hours Worked

Global News, November 13, 2014Online

URL: http://globalnews.ca/news/1669138/would-pricing-items-in-terms-of-hours-worked-change-how-you-shop/

“This can help remind individuals that every dollar they spend is representative of the hard work that they put in to create that dollar,” said financial and estate planning expert Julia Chang. “This can be particularly helpful for those who do a great deal of online shopping, and may be particularly useful for the rising generation of digital natives who rarely use physical money.”

Getting Over Good Enough: Why We Deserve More

Entrepreneur Mom Now, November 7, 2016Online

URL: http://www.entrepreneurmomnow.com/sales-and-marketing/getting-over-good-enough/

Statistics Canada’s 2007 report on Women in Business found that women view growth to be less important, less likely, and of lower value than men in business. Women indicated that they viewed the personal demands related to growth as negative, and stressful. An overwhelming 84% of women reported that they felt that their businesses had reached a comfortable size, and that they wouldn’t be growing any further.

Create Retirement Stability for Gen X

Advisor.ca, May 26, 2014Online

URL: http://www.advisor.ca/news/industry-news/create-retirement-stability-for-gen-x-152440

Gen Xers who are 20 to 25 years away from retirement are best positioned to take advantage of these policies, says Chung, because they require years of consistent contributions. But clients may find it difficult to make steady payments as years pass and unexpected life events occur, she says.

Are You Saving Enough for Your Child's Post Secondary Education?

Global News, November 25, 2014Online

URL: http://globalnews.ca/news/1691331/are-you-saving-enough-for-your-childs-post-secondary-education/

“Many parents are in a very tight cash flow situation in the first few years of a child’s life, as they are often going from two incomes to one income,” said financial planner Julia Chung. “The savings need to be reasonable given the individual situation.”

Biography/Biographie

Julia Chung is a highly educated, experienced financial professional specializing in personal and corporate 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. Julia is co-founder & Sr. Financial Planner at Spring Financial Plans, an independent financial planning firm, and co-founder & CEO at Admin Slayer. She is also an Advisory Board Member for Entrepreneur Mom Now, an online network, education and support system for business mothers like herself. Julia has created several other companies in the past, including JYC Financial, Facet Wealth Strategies, Vida Coffee, & Las Rebels Entertainment Julia co-authored the ebooks "Women & Money" and "The Art of Delegation", is Business Editor for Gazette and PowHerHouse magazines, and writes for several publications on business and finance. She actively volunteers with Junior Achievement BC, a financial literacy program for children, and with the Institute of Family Enterprise Advisors on the events committee. Julia's lifelong dedication to education has provided her with multiple designations and a thirst for knowledge that has extended beyond any single narrow area of expertise, allowing her to analyse and understand situations 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."

Recognition/Reconnaissance

Wealth Professional: Finalist - "Young Gun of the Year" | Professional

Award of excellence for the outstanding young advisor. This accolade goes to an industry player under 40 who has best excelled at pushing the envelope with innovation and growth, garnering industry attention, the the respect of peers.

Wealth Professional: Finalist - Award for Engagement, Loyalty & Client Care | Professional

To succeed in today’s marketplace client engagement, loyalty & client care are critical. This Award has emerged from the need for Advisor and offices to excel in these crucial areas. The Award of excellence dedicated to outstanding engagement & loyalty programs plus first class client care service by an advisor or individual office. Client service is an important measure of any office's long-term success.

Wealth Professional: Finalist - Award for Engagement, Loyalty & Client Care | Professional

To succeed in today’s marketplace client engagement, loyalty & client care are critical. This Award has emerged from the need for Advisor and offices to excel in these crucial areas. The Award of excellence dedicated to outstanding engagement & loyalty programs plus first class client care service by an advisor or individual office. Client service is an important measure of any office's long-term success.

Top 40 Under 40: Nominee | Professional

Award for entrepreneurs, executives & professionals under age 40 who have demonstrated excellence in business, judgement, leadership, and community contribution.

Hot List 2016: One of the 50 Leading Figures in Canadian Wealth Management | Professional

The 50 men and women who made the cut this year exert considerable influence on the financial planning industry. That includes advisors and executives, of course, but also regulators, educators and government ministers, past and present. The industry is changing rapidly; those who can adapt best to new regulatory pressures and harness the constant upgrades in technology will be the ones who shape the future of wealth management.

Additional Titles and Affiliations/Affiliations et Liens Supplémentaires

Money Sense Approved Advisor (www.moneysense.ca)

Past Talks/Participation à des Événements

Speaker

PowHerTalks

Victoria BC, June 17, 2016

Speaker

PowHerTalks

Sechelt BC, November 20, 2015

Emcee

PowHerTalks

Vancouver, BC, January 27, 2016

Expertise

  • Women in Business
  • Women & Leadership
  • Tax Planning
  • Small Business
  • Productivity
  • Personal Finance
  • Finance
  • Financial Planning
  • Family Business Planning
  • Estate Planning
  • Cross Border Planning
  • Entrepreneur

Education/Éducation

  • UBC Sauder School of Business
    Family Enterprise
    Family Enterprise Advisor Designation (FEA), 2013

    The Business Families Centre’s FEA Program augments formidable technical skills with strategies and tools to incorporate social and human considerations into the trusted advisor role. This program uses a multi-disciplinary approach where advisors learn to integrate their own discipline with those of other professionals in order to provide collaborative and complementary advice to business family clients. Courses include: Business Family Dynamics, Family Enterprise Strategy, Business Boards & Family Councils, Multi-Disciplinary Advising, Facilitation & Communication Skills, and Continuity Planning.


  • The Institute for Advanced Financial Education
    Estate Planning
    Chartered Life Underwriter Designation (CLU), 2011

    The Chartered Life Underwriter (CLU) is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry. Courses in this program include: All courses in the CFP program plus Advanced Taxation, Law and Advanced Estate Planning.


  • Financial Planning Standards Council
    Financial Planning
    Certified Financial Planner Designation (CFP), 2009

    Certified Financial Planner (CFP) Certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada with over 17,500 individuals meeting the strict standards to attain this designation. Courses in the CFP program include: Financial Planning Fundamentals, Contemporary Practices in Financial Planning, Comprehensive Practices in Risk & Retirement Planning, and Wealth Management & Estate Planning.


  • CPA British Columbia
    Corporate Finance
    CFO Operational Skills, 2014

    Core CFO Competencies including: Corporate Governance, Risk Management, Strategy, Mergers & Acquisitions, Operational & Financial Tools, Cash Management, Internal Controls, Treasury, Capital Markets, Financial Instruments, Behavioural Finance, Culture, Reporting & Communicating Results, Gaps in GAAP, Managing Intellectual Property.