Company


	What Makes YouFirst Financial Unique?
	Company Background
	Philosophy
	Investment Approach
	Management

Company Background

YouFirst Financial Inc. is an Investment Counsel and Portfolio Management (IC/PM) firm that provides discretionary investment management for private clients and trusts. For investment clients, YouFirst also provides one-stop shopping by offering retirement plans, estate planning advice and income tax return preparation.

Established in 1996, YouFirst Financial has evolved from a financial planning firm that offered mutual funds to providing segregated discretionary portfolio management. Assets under management have grown to over fifteen million dollars.

YouFirst Financial has adopted the Code of Ethics and Standards of Professional Conduct of the CFA Institute, a global, non-profit association of investment professionals (www.cfainstitute.org). A summary of the Code of Ethics and Standards can be viewed at:

http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2005.n8.4568.

The firm is owned by its principals and is located in the Yonge and Sheppard area of Toronto. The firm is a registered Investment Counsel and Portfolio Manager in the province of Ontario.