The You First Blog

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

Please be aware that effective 2021, our office’s new main number will be 604-682-1847. Note that the toll-free number – 1-877-688-2199 – will be unchanged at this time. Please let us know if you have any questions or concerns about this change.   Weekly Update – By The Numbers North America Friday Close Weekly Change… Read More

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, CRCB, CRSB) You filed your 2020 income tax If you… Read More