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

Wealthview Secure Portal Improvements

Beginning this fall, a major Wealthview update will take place that will build upon the original foundation in very helpful, user-friendly ways. Here are some of the highlights: Better Family Linking Options– you will now be able to consolidate all family assets, by...

Net Invested vs. Book Value vs. Market Value

One of the most frequent questions asked by clients is the difference between net invested, book value, and market value.  A lot can be said of all three, but the simple explanation is as follows: Net invested: The amount you contributed (minus any money redeemed)...

Socially Responsible Investing Has Gone Mainstream

The past decade has seen a lot of positive evolution for Socially Responsible Investing (SRI). 10 years ago, only a few investment firms offered SRI options, and these funds were usually viewed as niche offerings with higher management fees and lower returns. This is...