The Financial Planning Association of Canada with Julia Chung

Join host Jason Pereira in this special episode of Financial Planning for Canadian Business Owners as he sits down with Julia Chung, Chair of the Financial Planning Association of Canada (FPAC). They discuss the importance of finding the right financial advisor, the different membership levels of FPAC, and the significance of a fiduciary standard in financial planning. Julia also shares insight into FPAC's community-focused approach, educational initiatives, and strategies to elevate the financial planning profession. Whether you're a business owner or someone seeking financial advice, this episode provides valuable information on what to look for in a financial planner and how FPAC is making a difference in the industry.
Discussion