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
Year-End Tax Tips
As we approach the end of 2024, here are some tax tips for consideration. Investors Tax-Gain Selling As of June 25th 2024, the capital gains inclusion rate increased from 50% to 66.67% on gains above $250,000. Individuals and certain trusts are still entitled to the...
Post-Election Commentary
The U.S. election was held on Tuesday, November 6 and Donald Trump won the race for the presidency, defeating Vice President Kamala Harris to earn a second term in the White House. The Republican party also won the Senate and the U.S. House of Representatives. Equity...
Bank of Canada and US Federal Reserve Rate Cut Summary
After an aggressive rate hiking cycle in both Canada in the United States during 2022, inflation data showed that the rate hikes have been effective. After peaking in the ~9% range, inflation has come down significantly and the Bank of Canada announced recently that...