In 1997, Julia got her first taste of the financial services world – and loved it. She took her career through multiple investment firms and credit unions, trying nearly every role she could find and taking advantage of all the education available. In 2011, she left traditional financial services to form a fee-for-service financial planning firm in partnership with an accounting firm in order to serve more people in a conflict-free environment. Just a few years later, she took JYC Financial entirely independent, and a few years after that merged with Spring Personal Finance to become Spring Plans.
Julia is also co-founder of Admin Slayer Services, a virtual business services firm and Spring’s “sister company.” Along with Sandi and Krysten, she co-authored the “Women & Money” ebook, and with her co-founders at Admin Slayer, co-authored the “Art of Delegation” and “The Entrepreneur’s Survival Guide” ebooks. Julia loves to write and has held the role of Business Editor at two magazines, and has been frequently interviewed as an expert on Canadian finance for numerous publications, including BBC Capital, The Globe and Mail, Investment Executive, and Global News. She has won numerous awards, most recently the 2020 Mackenzie Investments Silver Award for Female Trailblazer of the Year, and is one of the 2021 YWCA Vancouver Women of Distinction.
Julia is a Board Director for Family Enterprise Canada and the Vice President for the Financial Planning Association of Canada. She is a mentor through several organizations, and a volunteer with Junior Achievement BC, a financial literacy program for children.
Julia divides her time among several locations in British Columbia, including Vancouver, White Rock, and Sechelt. She has a son in the first phase of adulthood, and is on the Empty Nester Starter Package, figuring out what the next chapter of her life might look like. It definitely involves financial planning, and hopefully, a lot of music.
At Spring Plans, as an advice-only financial planning firm, we will work closely with you and your team of professional advisors to develop a plan and provide ongoing advice, centred around your best interests.
Our advice is influenced only by what’s in your best interests, and never by the potential for third-party compensation. We don’t sell products, accept commissions, or pay or receive referral fees or affiliate income.
We help you create financial success on your own terms…whatever they may be. Although our process is the same with every client, the outcomes are always delightfully different and as unique as the people we have the privilege to work with every day.