The deadline to contribute for the 2022 tax year is soon approaching. Depending on your marginal tax bracket, you could see a tax savings as high as 53.5% on your contribution. Roughly speaking, if you earn more than $50K a year, a $1,000 contribution will generate a $300 tax savings. If you earn more than… Read More
The You First Blog
Earlier this summer, the You First office moved from the West End to Coal Harbour. The new address is 670 – 1199 W. Pender St., located at the intersection of W. Pender and Bute. The buzz code to enter the building is 0670. The phone number remains 604-682-1847.
It has been a bumpy ride so far this year, but the global economy and markets are capable of coping. The Russia-Ukraine conflict is concerning and continues to affect investor sentiment in the short-term. More rate hikes are coming to combat inflation, which will likely stay high in Q2, but should cool later in the… Read More
There is just over a month left to make an RRSP contribution that would allow you to claim a deduction on your 2021 tax return. We would like to remind you that if you have an Investia Nominee account (most of you now do), you can transfer money to us via the bill payment function… Read More
There is almost always someone in the office between Monday to Friday, 9am to 4pm. However, the fast-changing nature of the pandemic sometimes results in all of us working from home. We kindly ask that if you plan to come to the office, especially if you do not have an appointment, to please check in… Read More
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 the new app? Simply follow these steps: Register on the Wealthview Client… Read More