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
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...
Department of Finance Amends 2024 Bare Trust Reporting Obligations
On August 12th, the Department of Finance offered some additional relief to the bare trust reporting requirements. Many individuals who were captured by the original 2023 rules will now be exempt from filing. Specifically, any situation where parent and child are...