Retirement planning
How savings, pensions, spending, and the timing of retirement fit into the life you want to build.
Explore retirement writing ↗CLEMENT CHUNG · CFP, CLU, CIM
Financial planning.
Grounded in
real experience.
I’m Clement Chung, a Certified Financial Planner based in Burnaby, British Columbia. Drawing on more than a decade in Canadian financial services, I share practical perspectives on wealth, retirement, and the decisions that shape your financial life.
Explore the journal
13+ yearsIn Canadian financial services
CFP · CLU · CIMThree professional designations
555 articlesPublished across this archive
Since 2017Sharing financial perspectives online
A GOOD PLACE TO BEGIN
From the journal
THE PERSPECTIVE BEHIND THE WRITING
Wealth should give you
more choices.
And more life to choose from.
Beyond the accounts, the tax strategies, and the numbers, there’s a more useful question: what do you want your money to make possible?
ClementTHE QUESTIONS I KEEP COMING BACK TO
Financial planning, in context.
Perspectives for families, professionals,
and business owners.
Investment strategy
Portfolio decisions through the lens of risk, behaviour, and long-term financial goals.
Explore investment writing ↗Tax & estate planning
The connections between how wealth is earned, how it is held, and how it may pass to the next generation.
Browse the journal ↗Business & personal wealth
The financial choices that sit between your business, your household, and your future.
Explore business owner writing ↗EXPLORE AT YOUR OWN PACE
Find your next good read.
Ideas for wherever you are
in your financial life.
Original writing on financial planning and the decisions behind it.
Business owners
Corporate Investing in BC: Reduce Concentration Before Chasing Returns
Business ownersSalary vs. Dividends in BC: How to Compare Your Compensation Options
Business ownersCorporate Cash Flow Planning in BC: Look Beyond the Small Business Tax Rate
Business ownersCan You Work Less? A Financial Planning Framework for BC Business Owners
Business ownersHow to Coordinate Your Pension, TFSA, RRSP and Corporate Investments
Business ownersPaying Yourself From a Corporation Before Buying a Home in BC
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Search the complete archive ↗A CAREER BUILT AROUND FINANCIAL DECISIONS
Experience behind
the perspective.
CLEMENT CHUNG · CFP · CLU · CIM
CFP Certified Financial Planner
CLU Chartered Life Underwriter
CIM Chartered Investment Manager
My career in Canadian financial services began in 2013. Since then, my work has spanned individual client advice, comprehensive financial planning, and leading teams of financial professionals.
That experience includes Manulife Securities, Hibernia Financial Group, and senior financial planning and leadership roles at Wealthsimple. It has given me a perspective shaped by both the conversations that happen across the table and the standards that help advisors do better work.
Based in Burnaby, I write about financial planning for readers in Metro Vancouver and across Canada. My focus is on the judgment behind the strategy: the trade-offs, the questions worth asking, and the connections between your finances and your life.
2013
Began a career in Canadian financial services.
2017
Started publishing financial perspectives on this website.
2023
Joined Wealthsimple, with experience spanning senior financial planning and team leadership.
THE CONVERSATION CAN CONTINUE
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Questions, media inquiries, and professional collaborations.