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

2023 year-to-date market recap

The first half of 2023 was defined by contrasting themes. On the recessionary data side, we saw a slowdown in the manufacturing sector, coupled with tighter credit conditions following March’s banking turmoil. On the soft-landing side, the labour market remains...

The Investia Mobile App: a convenient way to check your portfolio

The Investia mobile app has continued to evolve since its launch in summer 2021. Recently, the app underwent a visual overhaul that has made it easier to navigate. Without question, the Investia mobile app is the easiest way to review your portfolio. Setting up the...

Generate up to $7,200 of government grant with an RESP

With September comes the annual school year kickoff for many families. This is also the perfect time to reiterate the powerful benefits provided by the Registered Education Savings Plan (RESP). For most households, the RESP is the top investment vehicle available for...