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
TSX breaches 21,000 for the first time; Dow Jones closes at its all-time high
On Tuesday, the TSX eclipsed the 21,000 mark for the first time before closing at 21,087.00. Toronto’s main index closed Friday at 21,216.15 after hitting its all-time intraday high of 21,265.76 earlier in the day. The TSX is now up 21.70% year-to-date and is one of...
September Market Recap
A raft of risk-related news temporarily halted the global economy’s post-pandemic march in September. Here’s a summary of the notable events during this past month that steered the markets: COVID-19 and market developments U.S., Canadian and global stocks dipped over...
Investia mobile client app
We are pleased to introduce the Investia app, a brand new application that lets you navigate through the Wealthview Client Portal directly from your mobile device. With the Investia app, you can access your account information easily and free of charge. Ready to use...