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. 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.
We work with people from many walks of life, and we help them feel confident about their finances. 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.
Services
The financial plan is the roadmap that takes you to your dreams and goals. A financial planner works with you to design the roadmap, helps you stay on course, and helps you adapt to life's unexpected detours as they pop up along the way. For more information, or if you have any questions, please feel free to contact You First Financial.
At You First Financial, we built portfolios that match your objectives, time horizon, and risk tolerance. We provide a variety of investments options including mutual funds, GICs, and high-interest savings. We offer fee-based portfolio structures and high net worth families receive discounted pricing.
You First Financial offers discounted in-house tax preparation services for our investment clients. We have 25 years experience in preparing personal tax returns and we make sure to utilize every deduction and credit available to each household. Because we manage your investments, we have access to and can help you gather your tax slips and receipts.
Having the right insurance in place provides the peace of mind ensure you and your family are protected should something happen to you. You First Financial is licensed to offer life (term, whole, universal), disability, critical illness, business insurance and PHSPs. For more information, or if you have any questions, please feel free to contact You First Financial.
You have worked hard and saved diligently and now you are in the decumulation stage of your life. How do you drawdown your assets in a way that extends the life of your portfolio, defers taxes, factors in government benefits, and meets your estate goals? A retirement plan will address these issues and more.
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