What are people saying?

What are people saying?

“It was tricky to choose a financial planner. You must be very careful about who you choose. Some planners are tied to the banks – we wanted someone more independent. Plus, Odette is to the point which we like.”
— Lloyd & Delores W., retired

“I had a few financial planners before and I was dissatisfied. Most other financial planners are non-communicators. Once the plan is done they are not on top of your finances. Odette really knows her stuff. She knows my portfolio. She knows me and my needs much better than my previous advisors. I get personalized attention. The whole team is thorough, professional and friendly.”
— David M., retired

“I appreciate that Odette listens carefully. She’s forthright and passionate about what she does. I feel more confident about my finances now.”
— Kyle S., art director

“I feel more secure. I feel like someone is looking out for my welfare. YOU FIRST Financial Planning worked out a plan that accounts for my age, expectations, and goals. It’s been right on track.”
— Val H., administration manager

“I would describe Odette as friendly, confident and genuine. She looks out for your well being.”
— J. L.ee, art director

“Odette reads me very well. She understands my views, and I have confidence in her reasoning. I wouldn’t change anything about how YOU FIRST Financial Planning does business.”
— Mr. Urquhart, retired

“I trust in YOU FIRST Financial Planning. The information I receive from Odette gives me a confidence level in her knowledge. I feel a much more personal connection with YOU FIRST than with other financial companies.”
— R. Sleath.

“Thanks for the quick update today on what is happening in the market! We really appreciate your response to the current changes. It is nice to know we are in great hands with people who really care that our money is working for us. Thanks for doing a great job for us.”
— Sandy & Lowell H.

As always, I am left appreciating the attention to detail and determination to be helpful that everyone over at YouFirst seems to share. – A. L. January 2013

“Coming for our annual meeting feels like going to the Spa. It’s like a cleanse and you feel better after!” – P. A. January 2013

I actually really appreciated every aspect of our visit with Odette – from the welcoming staff at reception to Odette’s “brutal honesty” (I mean that in the best way – it’s just what we needed!) which got us on our way to getting out of debt! I feel very thankful that we’ve been put in touch with You First Financial. If ever any questions come up, I just fire off a quick e-mail and someone gets back to me right away. From our first visit and continuing on, we feel very cared for by all the staff there! – comment put on our new client  survey 28/11/2011

This was a great experience. The office feels personal and I felt confident in Odette’s ability to provide us with great advice. – comment put on our new client survey 12/4/2012