How is YOU FIRST unique?

Client Profile

Name: Rob

Job: Advocate for the blind

Passions: Raising funds and awareness for the guide dog movement, hanging out with his golden retriever Lombardi

Why YOU FIRST?

“Now I have a great comfort level with my finances. I appreciate the personalized service, the attention to detail – they are constantly monitoring my portfolio. They are exceptional.”

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How is YOU FIRST unique?

At YOU FIRST, you’re a person, not an account number.

We know our clients, and we invest time to really understand what makes each one tick. It’s our belief that your financial planning strategy only works if it’s built to fit your life strategy. That’s why we get to know you, not just your account balances.

At YOU FIRST, we consider your entire financial situation. We’re not focused on just one investment vehicle, or just one financial goal in isolation. We take a holistic approach – and that gives you a crystal-clear picture of where you stand today, and where you’re headed tomorrow.

You get a truly personalized financial strategy – a clear and specific plan for how you will achieve your goals. No cookie-cutter plans here.

Plus, we deliver personalized financial reporting. Other financial planners provide generic reports that tell you how your investment vehicles are performing. That’s great, but you’re left to interpret what that means to you. Our personalized financial reporting tells you exactly how your financial situation is evolving.

Here’s a snapshot of our financial services:

  • Financial planning
  • Investment planning
  • Retirement planning
  • Tax planning and income tax returns preparation
  • Estate planning
  • Life and Disability Insurance
  • Employee benefits, pension plans, group RRSP and health and dental plans
  • Stock and bond purchase (Offered through referral arrangement between FundEX Investments Inc and National Bank Financial)
  • UK Pension Transfer – Offered in concert with our UK partners  visit our QROPS page here

Contact us to book a free introductory meeting