Get to the top of the directory by claiming your business!

JYC Financial Inc.

Claim Business

5.0 Google Review

Direction Bookmark

1688 152 St #404, Surrey, British Columbia, V4A 4N2, Canada

(604) 560-0027 www.jycfinancial.com

Update Business Info | Add Verified Info

Read our review guideline

Write a Review

Loading…

Be the first to write a review.

Google Reviews

Refresh Reviews 5.0

Chriselle Kalaw

Jul 17, 2015

I know Julia as a Financial Planner and a Mentor. She makes learning insurance and tax planning easy. Which is how I know her expertise are peerless. As my mentor in this industry, not only has she shared her vault of knowledge, she’s taught me how to balance change and consistency, to be “learn it all”, than a “know it all”, to handle situations with grace. She adds value to people – whether its financial planning advice or leading with purpose, she helps them be better. She constantly desires integrity and skills and remains to be one of the most valuable people I work with.

Jamie Munro

Jul 27, 2015

When looking for a financial planner, my fiancé and I wanted someone who understood our goals, as well as our relationship to money. Julia did a great job with walking us through exactly what was needed to buy a house, put away money for retirement and also still have accessible funds for emergencies. As a business owner it was also important for me to have someone who understood the risks and challenges involved in this choice of career. Julia was able to give financial advice in this area, as well as direction for how to create a profitable company. Overall I would recommend Julia as a financial advisor who cares deeply about her clients and is always there to adjust the plan should changes or challenges arise.

D Huang

Aug 5, 2015

My husband and I started working with Julia a year ago. We were introduced by our financial advisor at Seymour Investments. Craig and I are in our mid 40s and have accumulated a fair amount of assets over the years. We are both childless, debt-free and express a desire to retire at 50. This being said, we were very unsure as to whether we were able to achieve this, as well as maintain our existing lifestyle. Craig and I wanted an independent opinion devoid of any influence from any financial institutional affiliation. After meeting with Julia and sharing with her all our confidential financial details, she was able to extrapolate and compile all our particulars. She then arranged a meeting where she presented us with a very complete portfolio of our affairs. This was proceeded by a comprehensive explanation of our situation whereby if all needs maintain the same, she confirmed and assured us that we are able to retire at 49 and 50. We feel that Julia is our personal 'CFO' and we do not hesitate to contact her when we have any financial doubts or concerns. We are very impressed with Julia's professionalism and attention to detail and we highly recommend her to anyone who has ever wondered about their current financial circumstances. She has definitely given us peace of mind.

Krysten Merriman

Mar 31, 2015

When friends and family have financial questions, I send them to Julia. She's incredibly knowledgeable and approachable, which is important when you're talking about your own personal finances. She makes even the most complicated tax matters easy to understand - I don't know what I'd do without her!

Jennifer Clyne

#whiskey #smithville

Hello, whisky wanderers! Ready to hop, skip, and jump into the rollicking world of grains and their whimsical influence on whisky character? From the robust charm of barley to...

Smithville Whiskey

Own this business?

Claim Your Business

• Update your photo and information

• Get notified when reviews are posted

• Respond and manage your reviews

• Select badges and keywords

Opening Hours

Mon:8:30 am - 5 pm

Tue:8:30 am - 5 pm

Wed:8:30 am - 5 pm

Thu:8:30 am - 5 pm

Fri:8:30 am - 5 pm Open Today