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Julia Chung


Julia loves combining big picture thinking with technical knowledge and values-based decision making. As a member of an entrepreneurial and academic family, she grew up navigating the complexities of families with shared wealth and business interests. Since then, she’s gained over 25 years of experience working in finance and more than a decade in entrepreneurship. Julia’s unique experience and education allows her to help families find understanding in the complexities of their own systems, and develop frameworks for decision making built around their value systems.

Julia has founded five companies and a nonprofit organization, written three e-books in addition to numerous articles, is a Board Director for Family Enterprise Canada, and President of the Financial Planning Association of Canada. She is a voracious learner, with education in tax, estates, personal and business finance, change management, leadership, mediation & conflict resolution, risk management, and much more.

Julia lives in South Surrey with her cat, as her son is now independent and building businesses of his own.

Designations: CFP ®, CLU, FEA, TEP

Julia Chung

Are you ready to grow and evolve? 

Let’s connect to answer your questions and explore the issues that may be holding your family back.

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