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

CRA Automatic Interest Relief for Earners under $75,000

The CRA will be applying automatic interest relief on 2020 tax return balances until April 30th, 2022 if you meet the following criteria: Your total taxable income was $75,000 or less You received at least one of the pandemic relief benefits (CERB, CESB, CRB, EI,...

CRA Automatic Interest Relief for Earners under $75,000

The CRA will be applying automatic interest relief on 2020 tax return balances until April 30th, 2022 if you meet the following criteria: Your total taxable income was $75,000 or less You received at least one of the pandemic relief benefits (CERB, CESB, CRB, EI,...

Amalgamation of FundEX Investments and Investia Financial Services

Effective July 1, 2021, our dealer firm, FundEX Investments Inc., will be merging with its sister company, Investia Financial Services Inc.  Some of you may have already received correspondence about this in your latest quarterly statement. We would like to emphasize...