Julia Chung Email & Phone Number
Co-Founder, CEO @ Spring Planning
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Julia Chung Location
- Vancouver, BC, CA
Julia Chung Work
- 2025 -2026 Chief Transformation Officer @
- 2023 -2025 Consultant @
- 2017 -2022 Co-Founder, CEO @
- 2017 -now Co-Founder, CEO @
- 2016 -2017 Co-Founder, Strategy and Business Development Director @
- 2016 -2017 Advisory Board Member @ Entrepreneur Mom Now
- 2015 -2016 Co-Founder, Business Development Director @
- 2013 -2016 Business Editor @ Gazette Magazine
- 2012 -2015 Co-Founder, Partner @ Facet Advisors Wealth Strategies
- 2011 -2017 Founder, Financial Planner @
- 2007 -now Professional Speaker and Presenter and Educator @ Self Employment
- 2008 -2013 Estate and Financial Planning Advisor @
- 2007 -2008 Marketing Associate, Estate Planning Division @
- 2003 -2007 Team Lead, Life Insurance Administration Department @
- 2002 -2003 Marketing Manager, Partner @ Vida Coffee
- 2001 -2002 Consultant, Finance @
- 1999 -2001 Financial Advisor, Trade Desk Administrator, Sales Assistant @
- 1997 -1999 Trade Desk Administrator and Marketing Assistant @
- 1999 -2002 Co-Founder @ Las Rebels Concert Promotion & Production
Julia Chung Education
- STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Canada/US Cross Border Estate Planning (Cross Border Financial Planning)
2023-2023 - Beedie School of Business at Simon Fraser University
Executive Leadership Certificate (Organizational Leadership)
2020-2022 - Family Enterprise Canada
Advancing the Conversation in Family Enterprise (Course) (Business Family and Consumer Sciences/Human Sciences)
2019-2019 - STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Succession of a Family Business (Course) (Business Family and Consumer Sciences/Human Sciences)
2019-2019 - Family Enterprise Canada
Understanding the Complexity of Family Systems (Course) (Family Systems)
2018-2018 - Chartered Professional Accountants of Canada (CPA Canada)
U.S. Estate & Gift Tax (Course) (Taxation)
2017-2017 - Chartered Professional Accountants of Canada (CPA Canada)
Business Cash Flow Modeling (Course) (Operations Management and Supervision)
2017-2017 - Chartered Professional Accountants of Canada (CPA Canada)
(The CFO's Operational Skills Program)
2014-2014 - The University of British Columbia
Family Enterprise Advisor (FEA) (Family Enterprise Advice)
2013-2013 - The Institute for Advanced Financial Education
Chartered Life Underwriter (CLU) (Advanced Estate Planning)
2010-2011 - Financial Planning Standards Council
Certified Financial Planner (CFP) (Financial Planning)
2008-2009 - The Life Office Management Institute
Business Law, Insurance Co Operations, Principles of Life Insurance (Finance & Personal Insurance)
2006-2007 - Canadian Securities Institute
Canadian Securities Course & Conduct and Practices Handbook (Finance)
1999-2000 - Pitman Business College
Certificate (Business Administration)
1995-1995 - The Justice Institute of BC
(Mediation & Conflict Resolution)
1993-1993
Julia Chung Skills
- Finance
- Insurance
- Mortgage Lending
- Freelance Writing
- Certified Financial Planner
- Investments
- High Net Worth Individuals
- Disability Insurance
- Wealth Management Services
- Investment Advisory
- Retirement Planning
- Estate Planning
- Mutual Funds
- Marketing Strategy
- Strategic Financial Planning
- Long Term Care Insurance
- Leadership
- Critical Illness
- Tax
- Fixed Annuities
- Technical Writing
- Small Business
- Investment Strategies
- Relationship Management
- Equities
- Personal Finance
- Asset Management
- Term Life Insurance
- Portfolio Management
- Retirement Savings
- Financial Planners
- Income Protection
- Business Analysis
- Wealth Accumulation
- Financial Advisory
- Estate Tax Planning
- Financial Risk
- Risk Management
- Life Insurance
- ETFs
- Financial Services
- Investment Management
- Securities
- Financial Planning
- Long Term Care
- Bonds
- Wealth Management
- Personal Financial Planning
- Retirement
- Wealth
- Alternative Investments
- Asset Allocation
- Pensions
Julia Chung Summary
- Julia Chung, based in Vancouver, BC, CA, is currently a Co-Founder, CEO at Spring Planning. Julia Chung brings experience from previous roles at Prime Quadrant, Trella Advisory Group and Admin Slayer. Julia Chung holds a 2023 - 2023 Canada/US Cross Border Estate Planning in Cross Border Financial Planning @ STEP Canada | The Society of Trust and Estate Practitioners (Canada). With a robust skill set that includes Finance, Insurance, Mortgage Lending, Freelance Writing, Certified Financial Planner and more. Julia Chung has 1 emails and 1 mobile phone numbers on RocketReach.
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