The You First Blog

Wealthview Secure Portal Improvements

September 6, 2019
Uncategorized
sandrine@you-first.com

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 linking clients, including corporate investments, joint client profiles, even other family members… Read More

Weekly Update – June 9, 2017

June 9, 2017
Uncategorized
Frank Mueller

“An ounce of performance is worth pounds of promises” – Mae West Toronto Stock Exchange Rises to End a Busy Week The Toronto Stock Exchange’s S&P/TSX composite index, bolstered by strong Canadian jobs data and gains in the financial sector, rose by 50.12 points to close at 15,473.21 to close out a news-filled week. However,… Read More

Finance Minister Bill Morneau delivered the Liberal Government’s 2nd annual budget today called the “Innovation Budget”. Here are the key budget highlights:   The biggest and most welcome news for investors is that no changes were made to the capital gains tax, stock options or dividends inclusion. There were fears that the Liberal government was… Read More

Fear Not, You Too Can Live The Dream

February 24, 2017
Uncategorized
Odette Morin

Most of us dream one day of having a leisure life and kissing goodbye to the grueling 5 days a week work schedule.  How nice will it feel to be able to sleep in, go for long walks, travel and live the good life.  This dream however is very costly.  You need a lot of… Read More

BC Government 2017 Budget Highlights

February 24, 2017
Uncategorized
Odette Morin

The BC Government delivered its 2017 budget this week. The biggest change is the Medical Service Premiums which will be reduced by half for families with annual income below $120k. For your convenience, here are the key measures that may be of interest to your investors: Medical Services Plan premiums will be reduced by 50%… Read More