The You First Blog

Office Closures

January 20, 2022
Client services, January 2022 E-Newsletter
JoAnne Provost

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

Investia mobile client app

September 29, 2021
Client services, September 2021 E-Newsletter
sandrine@you-first.com

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

Please be aware that as of July 1, 2021, our office’s main number is 604-682-1847. Our toll-free number – 1-877-688-2199 – is unchanged at this time. Our previous office number – 604-878-0702 – is no longer in operation. Please let us know if you have any questions about this change.

By most definitions, markets are up right now.  A market high isn’t immediate cause to reassess your long-term investment strategy, but it’s a great time to consider your short-term options. If you are thinking about accessing funds from your portfolio in the next three years and you have yet to inform us of this plan,… Read More

New 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 the new app? Simply follow these steps: Register… Read More