Find a CEA

Julia Chapman combines over 25 years of business management with a passion for helping families to focus on what matters most. In her career as an advisor with Investment Planning Counsel, she uses her strengths as a communicator to translate complex financial planning concepts into plain language for her clients – whether they’re on the road to retirement, living their retirement dreams, or facing one of the many challenges that life tosses in our direction as we age.
Julia has worked continuously to expand her knowledge and skills, earning her Certified Executor Advisor (CEA) designation and her Certified Professional Consultant on Aging (CPCA), both of which have helped her to understand the social, legal, and financial issues facing a maturing population. She also recently earned her Responsible Investment Specialist (RIS) designation which allows her to advise on ethical investment options. She has been a member of Advocis - The Financial Advisors Association of Canada - for 15 years.

I am a partner in an accounting firm,  I focus on the following areas of practice:

• Reviews and compilations


• Corporate return filing


• Controllership and Advising various levels of management
• Tax Planning
• Navigation of complex tax regulations & assist with CRA tax issues
• Lecture Taxation, Auditing and Financial Accounting for Humber College.
• Member of the Tax Practitioners Advisory Group 
• Member of the FPSC Hearing Panel
  

No one plans to fail, but many fail to plan. As a Certified Financial Planning (CFP) Professional, I specialize in helping people at all walks of life plan, strategize and achieve their goals.

Feel free to contact me with any questions regarding investments, insurance, mortgage, tax and estate planning!

Having recently retired after 30 years of practice as a Professional Financial Advisor , I
take great pride in having been able to help many clients achieve a scure financial future. Each
of us has a good story to tell and some of them may touch on your dreams and needs when it comes to making plan for your will.

Through my past experience with Estate Planning, I came to realize the complexity in administering the Estate when someone close to us is gone.  Moving forward, I am committed to dedicate my retirement years in providing guidance to
executors young or old, to deal with the fast changing responsibilities evolving an estate settlement.  I am proficient in the English language and also speaks and write fluent Cantonese as well as Mandarin.

Have the IFIC license 1987

Financial planner since 1989

Have insurance license since 1991

Self employed since 1987, have over 400 active clients and manage over $50 million of assets in mutual funds.

We are financial consultants.We help clients build a unified team of professionals that create and implement totally integrated financial solutions customized to their unique needs.

I have been in the industry for 20 years, and over time have had many roles and served many people. I believe in life long learning, and being able to help people make informed decisions. I hold my CFP, and my CHS designations, which have served me well over the years. I feel it is time to branch out and continue my higher learning process with the CEA designation.