Get to the top of the directory by claiming your business!
JYC Financial Inc.

JYC Financial Inc.

Claim Business
5.0 Google Review
1688 152 St #404, Surrey, British Columbia, V4A 4N2, Canada
(604) 560-0027 www.jycfinancial.com
Read our review guideline

Write a Review

Loading…

Write a review
Be the first to write a review.

Google Reviews

Refresh Reviews 5.0


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.

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.

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.

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!

Apr 6, 2015
Julia is incredibly knowledgeable, and is filled with great advice. She created a very thorough, and personal plan for me that will help me stay on the right track to achieve my goals. I look forward to continue to work with her throughout the stages of my planning needs.

INDUSTRY BLOGS

The Chemistry of Whiskey Aging: Impact on Taste and Quality

#whiskey #smithville

Aging is a critical stage in whiskey production. The choice of cask, the length of maturation, and the aging environment all influence the spirit's final character. But what are the...

Smithville Whiskey

Whiskey Production: 18th Century Methods vs Modern Techniques

#whiskey #smithville

In the 18th century, the choice of grain for whiskey production was largely determined by regional availability. In Scotland and Ireland, barley was the predominant grain, while...

Smithville Whiskey

Prohibition and the Transformation of Women's Social Status and Behavior in the 1920s

#whiskey #smithville

The 1920s, often referred to as the "Roaring Twenties," were a time of significant social and cultural change in the United States, particularly for women. One major element of...

Smithville Whiskey

Whisky Wonders: An Expedition Across Regions

#whiskey #smithville

There's a world of difference between sipping a peaty Scotch, an earthy Irish whiskey, or a sweet and smoky American bourbon. These variations are not merely due to the distilleries'...

Smithville Whiskey

The Fascinating History of Whiskey: From Earliest Origins to Present Day Popularity

#whiskey #smithville

Whiskey, a distilled alcoholic beverage made from fermented grain mash, has a rich and fascinating history that dates back centuries. Its story traverses continents, cultures,...

Smithville Whiskey

Whisky 101: A Light-hearted Guide to the Water of Life

#whiskey #smithville

Welcome to Whisky 101, folks! Today, we're exploring the fantastic world of whisky, whisky, whiskey, and, yes, more whisky! Oh, did I mention whisky? By the end of this tour,...

Smithville Whiskey

The Art of Distillation: How it Shapes the Flavour of Whisky

#whiskey #smithville

Hello, whisky enthusiasts! Today, we're embarking on a spirited exploration of one of the most significant steps in whisky-making: distillation. We'll delve into how this intricate...

Smithville Whiskey

The Evolution of Whisky: 18th Century Methods vs. Modern Mastery

#whiskey #smithville

Whisky lovers, we've got a treat for you today! We're going on a time-traveling adventure to compare whisky production methods between the 18th century and today. Understanding...

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

Financial Advisors Near Me

Spring Financial Planning

Spring Financial Planning

1688 152 St #Suite 404, Surrey
HollisWealth - Scotia Capital Inc

HollisWealth - Scotia Capital Inc

302-1688 152 St, Surrey
Investment Planning Counsel

Investment Planning Counsel

1688 152 St, Surrey
Manulife Securities

Manulife Securities

1688 152 St, Surrey
CIBC Wood Gundy White Rock Branch

CIBC Wood Gundy White Rock Branch

1688 152 St #Suite 408, Surrey