Julia Chung, CFP, CLU, FEA
Financial PlanningWatch the Video
"As an advisor and as a member of an enterprising family, I have an in-depth and first-hand understanding of the unique challenges specific to family businesses. I’m heavily invested and passionate about helping family businesses achieve their goals for the future by providing them with the benefit of the best possible guidance and advice."
Julia leads JYC Financial, an objective, comprehensive estate and financial planning firm that specializes in corporate, family, and cross-border finance.
Julia holds the Certified Financial Planner, Chartered Life Underwriter, and Family Enterprise Advisor designations. An avid student, she expects to continue her education indefinitely (though she has decided to stop adding letters after her name).
Julia is a business and finance columnist in a local Vancouver newspaper, a Canadian finance expert for BBC Capital, and a volunteer with Junior Achievement BC. Julia was raised on BC’s Sunshine Coast, where she developed a deep love for music and community. She is a dedicated reader, traveller and parent.