You First Financial

About Our Firm

You First Financial is a trusted financial planning firm based in downtown Vancouver, established in 1992. We work with individuals from all walks of life, helping them achieve financial security and peace of mind. Our team of experienced advisors are passionate about delivering personalized financial plans that align with each client's unique needs and goals.

Our Commitment

At You First Financial, we believe in building lasting relationships with our clients. We take the time to understand your individual circumstances, financial goals, and aspirations. We work collaboratively with you to develop a customized financial plan that addresses your specific needs and aspirations.

Our Services

We offer a comprehensive range of services to meet your diverse financial needs, including:

Financial Planning

• Comprehensive financial plans tailored to your individual situation
• Goal setting and prioritizing
• Budgeting and expense management
• Debt management and elimination
• Retirement planning and investment strategies

Investing

• Portfolio construction and management
• Investment review and optimization
• Managed solutions for long-term growth and preservation
• Regular portfolio review and reporting

Retirement Planning

• RRSP and other retirement plan contributions
• Tax-efficient investment strategies
• Retirement income planning
• Estate planning and inheritance strategies

Taxation

• Tax planning and optimization
• Tax return preparation and filing
• Guidance on tax-advantaged saving and investing

Our Approach

Our comprehensive approach to financial planning involves:

• Discovery: Understanding your individual needs and goals
• Analysis: Reviewing your financial situation and investments
• Planning: Developing a tailored financial plan
• Implementation: Putting the plan into action
• Review and Monitoring: Regularly reviewing and adjusting your plan to ensure it remains relevant and effective over time.

Working With You

We believe in open communication and collaboration throughout the process. We will provide clear explanations and regularly update you on your financial plan and progress. Our team is dedicated to building trust and fostering strong client relationships.