Youfirst Financial

At YouFirst Financial Inc., we pride ourselves on being a boutique portfolio management and financial planning firm that has been trusted by our clients for over 27 years. Established in 1996, our team of experienced professionals has been dedicated to providing multi-asset discretionary investment management for private clients and trusts in Canada. With assets under management exceeding $45 million, we have built a reputation for delivering exceptional service and results to our clients.

Our Mission and Vision

Our mission is simple - to put YOU, and your interests FIRST. We believe that every client is unique, and we take the time to develop a deep understanding of each individual or family's circumstances to formulate a customized, long-term investment strategy that will help them reach their financial goals. As a discretionary service, your dedicated portfolio manager looks after your portfolio on your behalf, providing you with peace of mind by freeing you from the ongoing decision-making surrounding your investments.

Our vision is to be a 100% family owned and operated firm that truly cares about our clients, as if you were part of our family. We have built a reputation in our community based on trust, honesty, and a commitment to uphold the highest level of integrity and personalized service within our industry. We are proud to have adopted the Code of Ethics and Standards of Professional Conduct of the CFA Institute, a global, non-profit association of investment professionals.

Our Services

At YouFirst Financial Inc., we offer a range of services designed to help you achieve your financial goals. Our premium customer service means that you have a direct relationship with your portfolio manager and the team of professionals who make investment decisions on your behalf. We provide custom tailored portfolios that are specifically crafted for each client, taking into account their unique circumstances and objectives. Our competitive fees are based on a percentage of your assets under management, and we do not receive trading commissions or any other compensation.

We also offer diversified portfolios catered towards environmental, social, and governance (ESG) mandates, also called socially responsible investing (SRI), for interested clients. Our investment team is committed to offering our clients the highest standard of personalized service in the industry.

Why Choose Us

So why should you invest with us? At YouFirst Financial Inc., we believe that our unique approach to portfolio management and financial planning sets us apart from the rest. Our commitment to personalized service, custom tailored portfolios, and competitive fees makes us the ideal choice for individuals and families seeking to achieve their financial goals. Whether you're looking for a trusted partner to help you navigate the complexities of investing or seeking to create a customized investment strategy that aligns with your values, we're here to help.