We understand the need for reduced travel because of the COVID-19 situation.  As you prepare for delivery of your tax documents to our office, we wish to remind you of the following electronic alternatives:

  • You can e-mail your documents to joanne@you-first.com
  • You can upload your documents securely (instructions below) to the Fundex Wealthview portal (client.fundex.com)
  • You can fax your documents to 604-688-9178

Your e-file form can be signed electronically.

You can also make your payments electronically via Paypal or E-transfer.

All of us are learning together how to best deal with this rapidly evolving situation. We hope you will stay safe and healthy during this time and we will continue to keep you updated with any changes.

Our office will remain open and you can drop off your documents anytime Monday to Friday, 8am to 5pm.

Wealthview uploading: To send documents, once in the desired account, you will simply have to click on “Start uploading files” from the “Document Sharing” section.  You will have to enter a subject in the space intended for this purpose, then add a document. Once uploaded, the message will be converted to PDF format. Note that documents will have to meet the required formats (as detailed on screen).