About Us

Founded in 1992, You First Financial is a financial planning firm located in downtown Vancouver. We offer financial planning, investment, retirement, taxation, insurance advice and solutions.

At You First Financial, we focus on understanding our client’s needs and objectives and delivering tailored advice and service. We work with people from many walks of life, and we help them feel confident about their finances.

Our services are available in English and French.

Latest News

2025 Federal Budget Announced

On Tuesday, November 4th, the Minister of Finance and National Revenue, the Honourable François-Philippe Champagne, tabled the 2025 Federal Budget. The budget's overall theme was "Building a Strong Canada to Meet Today's Challenges". This budget presents an ambitious...

2025 Q3 Recap

We hope you've enjoyed a relatively pleasant, warm and dry September. As we're now in the final few months of the year, we would like to provide a recap of notable happenings in Q3 (July - September) as well as a 2025-to-date update. Economy -In 2025, institutional...

2025 Mid-Year Recap

We hope you're having a wonderful summer! The first half of 2025 is over, and the major investment story that Canadian investors will remember is the soap operatic trade discussions between the U.S., Canada and the rest of world. Q2 2025 began with equity indexes...