Spring Planning
Conflict-free financial planning - we don't manage investments or accept referral fees. Intelligent decision-making made easy.
Spring Planning provides truly objective, expert financial, estate, and succession planning services.
04/09/2024
Learn more about thinking and talking about your finances in our August update https://springplans.ca/2024-august-update/
20/08/2024
Criticism during the idea generation process can stifle creativity. It may discourage participation. The "yes, and…" approach fosters creativity, curiosity, and acceptance, leading to extraordinary outcomes. Read more in our August blog. https://springplans.ca/2024-august-update/
16/08/2024
We’re sharing a video with Julia and our friend Ian Macnaughton about the impacts of intergenerational financial trauma. The impacts this has on how we deal with our own day-to-day finances can be profound, and understanding it can help improve our agency in our own finances. Watch the video here https://www.youtube.com/watch?v=KoLVbCMy9dY
13/08/2024
It's less fun, but extremely important, to talk about things that bring us sadness. Losing loved ones, losing the ability to do what we love, losing our health—these are difficult topics to address. Discover more about these challenging conversations in our July newsletter. https://springplans.ca/2024-july-update/
16/07/2024
It's not as enjoyable, but it's incredibly important, to address the things that make us sad. Losing people we love, losing the ability to engage in our passions, losing our health—these are tough subjects to discuss. Discover more about these challenging conversations in our July newsletter. https://springplans.ca/2024-july-update/
15/07/2024
Take some time this summer to catch up on everything Julia on our YouTube Channel! Explore more at: www.youtube.com/
12/07/2024
In this PowHERtalk, Julia discusses stepping up to a greater challenge and understanding our responsibilities and missions. Get inspired and dive deeper into our YouTube channel! Watch it here: https://youtu.be/Bc7mljpgrfk?si=bSvViL1gHG-5Vi3Y
10/07/2024
Discover a brief discussion on the significance of values - and the surprise some people feel when Julia brings them up during Financial Planning. Watch it here and find more content on our YouTube channel! Link: https://youtu.be/BrUT3GcwhGU?si=WyoWMhJAKdmkSgYB
08/07/2024
Explore the Future of Financial Planning in this Steadyhand Cafe segment with Julia. Watch the complete podcast and discover more on our YouTube channel! Link: https://youtu.be/IB6TGqnZ7XY?si=uL_4JVPd7ckcc52W
04/07/2024
Learn valuable tips and avoid common mistakes in Estate Planning with Julia Chung and Lucy Main in this Steadyhand Cafe segment. Discover insights here and delve deeper on our YouTube channel! Watch now: https://youtu.be/PLhhO6u0_30?si=KAIg_kKRjbhYeJDP
02/07/2024
Julia and Robyn Crane had a crucial conversation about understanding and valuing your time to elevate your business. Learn more and explore our YouTube channel! https://youtu.be/jKRwmKbIvC0?si=S9bL9XIakNq_OhZC
26/06/2024
In this Steadyhand Cafe segment, Julia Chung and Lucy Main discusses building your legacy and passing wealth to the next generation. Watch the podcast and explore more on our YouTube channel! https://youtu.be/EtEN5TukKL4?si=70V4NaZPILS5mePB
24/06/2024
In this YouTube video, Purdeep Sangha and Julia delve into Family Business & Money. Discover how to navigate these topics together and explore more on our channel! Watch now: https://youtu.be/JtnKWDltIQk?si=6HBwnH0bYHXMnZYG
21/06/2024
Julia talks advice only financial planning and its benefits with Seth Greene on this Sharkpreneur podcast. Check it out here and explore more on our YouTube channel! https://youtu.be/IR-9IlM9KUU?si=z3fdVs2QCdoUgW39
20/06/2024
Julia shares insights on Retiring with Purpose in this video with Pacifica Partners. Watch it now and explore more on our YouTube channel! https://youtu.be/JOeWiNAsaxI?si=O4Oh1uAdml6ro6F5
18/06/2024
You may have heard that there’s a new capital gains inclusion rate as of June 25, 2024. Does this impact you? Learn more in our June blog. https://springplans.ca/2024-june-update/
14/06/2024
Julia joined Bruce Sellery - Moolala on Moolala: Money Made Simple for a discussion on Advice Only Financial Planning. You can watch the full podcast at https://streaklinks.com/B9fYf1h395pWXCdxwQ8bs_DC/https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3DTXOZA8gYc1w
Our Story
We met, as many do, on the internet. We were casting about for other fee-for-service financial planners to share ideas and build best practices, and created a group that met online monthly to do just that (we still meet – ask us about it if you want to be involved).
After realizing we shared values and were nerdy in different, but complementary, ways, we decided to work together in a loose partnership – our engagement – and co-authored an ebook on personal finance, “Women & Money”.
When all of that worked tremendously well, we decided to get “married”, and create a firm that provides fabulous conflict-free personal financial advice across the country. Spring Personal Finance and JYC Financial merged to become… Spring Financial Planning. Hey, why fix what isn’t broken?
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Opening Hours
| Monday | 09:00 - 17:00 |
| Tuesday | 09:00 - 17:00 |
| Wednesday | 09:00 - 17:00 |
| Thursday | 09:00 - 17:00 |
| Friday | 09:00 - 17:00 |