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Index/Leadership/Legacy Builders
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Past, Present, and Possibility: Reimagining Legacy Through Story

Legacy Builders · 2025-08-22 · 47 min

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Topics in this episode

family businesscanadafinancial podcastcory gagnonebook

Episode notes

In this episode, Julia Chung, Co-Founder and CEO of Spring Planning, joins us to explore the kinds of questions that can reshape a family’s future. As Board Director and FEA Community Council Chair at Family Enterprise Canada, and Chair of the Financial Planning Association of Canada’s Board, Julia brings a depth of experience that turns difficult conversations into turning points. Together, we venture into the spaces where legacy is defined, identity is examined, and agency is reclaimed. You’ll hear how imagining the future from the very end can shift today’s choices, why the stories we tell become the roots of legacy, and how families can make room for both individual expression and shared responsibility. Along the way, Julia challenges us to rethink status, belonging, and what it means to contribute something uniquely our own. If you’ve ever wondered how to align your next decision with values that will stand the test of time, this conversation is one you won’t want to miss. About Julia Chung Julia is CEO of Spring Planning, Board Director at Family Enterprise Canada, and Board Chair of the Financial Planning Association of Canada.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

  • Succession: a personal storyExploring Family Business · on family business68 / 100
  • Season 1 - Episode 25 | The Real Journey of Entrepreneurship - Pain, Purpose, and Personal Growth: Mr. Daron Hongsananda (Thailand)Thriving in the Age of Disruption · on family business65 / 100
  • How Tech Thursday Became the Heartbeat of Canada's Prairie Tech EcosystemWhat The Tech? · on canada44 / 100
  • Embracing The Holtz Way: A Multi-Million Dollar Story // Rick Holtz of H.J. Holtz & Son, Inc.Success Beyond The Brush · on family business

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  • Return on Meaning: Rethinking Wealth Beyond Financial Capital
  • The Architecture of Ownership: How Families Build Structures That Last
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