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

New Canadian Trust Reporting Requirements

Are you on title on a parent’s or child’s home for estate or gifting purposes? Do you have an in-trust-for (ITF) investment account for a minor-aged child? Do you have a jointly-held bank account with a child or parent? As of the 2023 tax filing year, such...

2023 RRSP Deadline is February 29, 2024

The 2023 RRSP deadline is Thursday February 29, 2024. Contributions made up to this date are included on your 2023 tax return and can be deducted against your 2023 income. Depending on your marginal tax bracket, you could see a tax savings as high as 53.5% on your...

Essential 2024 Tax Numbers

Here is the updated set of essential tax numbers for 2024. Working-Aged Individuals RRSP Maximum Contribution: The maximum new RRSP space generated is $31,560; for 2025 it will be $32,490 TFSA Space: $7,000 of new space. Unused space from prior years carries over FHSA...