Hee Young ChungCPA, CA

Associate Advisor

With a CPA, CA and CPA Canada’s In-Depth Tax program, Hee Young provides in depth knowledge of accounting and tax regulations and a comprehensive approach to wealth management. From financial to estate planning, investments to retirement, Hee Young works with his clients on all life planning aspects including tax planning and business transition and succession.

 

Hee Young builds relationships on trust and accountability. These two essential components provide the foundation to understand and serve his clients’ financial needs. For Hee Young to fully appreciate a client’s retirement goals, he is interested in how his client envisions their lifestyle upon retirement and the kinds of activities they plan to do. Once a client’s goals have been established and a plan has been determined, Hee Young provides ongoing monitoring and meets with each client at least twice a year. Some of Hee Young’s clients include small business owners, professionals such as doctors, and dentists and multinational corporation employees.

 

Hee Young grew up in Kamloops and graduated from Thompson Rivers University.  He began a chartered accounting career with a global Accounting, Tax and Advisory firm working in various Accounting and Tax roles with large multinational organizations including AON, Canadian Pacific and Expedia (Seattle). In addition to financial advising, Hee Young and Bradford Wealth Partners provide clients with seamless professional integration of other services that clients may require such as lawyers and accountants.

 

Outside of work, Hee Young is actively involved with soccer and is the assistant coach for the Men’s Thompson Rivers University soccer team and is part of the coaching staff with the Whitecaps FC Kamloops Academy.