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

Top 40 Under 40: Nominee

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 - "Young Gun of the Year"

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

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.

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

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.

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.

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.

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.

Money Sense Approved Advisor (www.moneysense.ca)

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."

Personal Finance

Financial Planning

Entrepreneur

Family Business Planning

Estate Planning

Cross Border Planning

Women in Business

Women & Leadership

Productivity

Small Business

Finance

Tax Planning

English

Spring Financial Planning

Admin Slayer Services

Getting Over Good Enough: Why We Deserve More

Create Retirement Stability for Gen X

Pricing in Terms of Hours Worked

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

The Surprising Downside of a Sunny Retirement

Speaker

Emcee

Senior Financial Planner, Entrepreneur

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

Select Inquiry Type