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
Tariff Update: Part III – Market Reactions and Commentary
On Wednesday April 2nd - after market closing - the United States formally implemented a sweeping new series of tariffs on nearly all U.S. trading partners, marking the most dramatic shift in American trade policy since the Trump administration’s first term. The new...
2025 Financial Planning Guide: Tax Planning
Tax planning is a continuous process, but the start of the year presents a prime opportunity to review your finances and maximize any available tax-saving strategies. As we enter 2025, here are some key tax tips to consider. Create a CRA My Account Do...
2025 Financial Planning Guide: Markets and the Economy
As we head into a new year, it’s hard not to see echoes of the past. In 2025, the United States will have a new president, though he’s a familiar face. Markets have rallied in anticipation of the incoming administration and its proposed economic policies, much like...