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

Portfolio Drawdown Strategies

Drawing from your portfolios?  Worried about the next pullback?  What can you do to minimize the impact of a correction? Markets have been on an upward trajectory since late-March and most portfolios currently sit flat or slightly positive for the year.  This is quite...

Tax Payment Deadline Extension, CERB and CEWS Program Updates

There continue to be many important updates regarding financial aid and CRA tax deferrals. Below is a quick summary of the recent news: Tax payment deadline: Two weeks ago, the payment deadline was re-extended by one month from September 1st to September 30th for...

First Half 2020 Market Update – Charts of Interest

Last week, we presented our Q2 2020 - Frequently Asked Questions (FAQ) blog post. Today, we would like to present the first half 2020 market update with some charts of interest. 1. 2020 Equity returns year-to-date The first half the year saw a continuation of market...