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
Justin Trudeau Announces Resignation: Impact on Proposed Capital Gains Inclusion Changes
On January 6, 2025, Prime Minister Justin Trudeau announced his resignation as PM and as the Leader of the Liberal Party of Canada. During this announcement, Mr. Trudeau also confirmed that Parliament has been prorogued – or suspended - until March 24, 2025. This...
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...