YouFirst Financial Inc.
Private Wealth Management
Trusted by our clients for over 29 years
Established in 1996, YouFirst Financial is a boutique portfolio management and financial planning firm, registered in the province of Ontario, providing multi-asset discretionary investment management for private clients and trusts in Canada. Our assets under management have grown to over $45 million.
For our investment clients, we provide a one-on-one holistic wealth management experience through financial and retirement planning, estate consultation, and tax-efficient strategies for our investment clients.
As independent Portfolio Managers, we are fiduciaries, not commissioned sales people. We act as the steward for you and your family’s investments, providing professional thinking and judgment to help you devise a customized investment plan.
Our Mission
Our mission is simple – to put YOU, and your interests FIRST.
Every client is different. We work with each of our clients 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 which provides you peace of mind by freeing you from the ongoing decision-making surrounding your investments.
Our Vision
We are a 100% family owned and operated firm and we truly care 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.
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. A summary of the Codes and Standards can be found here.
Why should you invest with us?
Premium Customer Service
As a client of YouFirst Financial, there is no intermediary. You have a direct relationship with your portfolio manager and the team of professionals who make investment decisions on your behalf.
Whether by phone, email, or text message, you can rest assured that your portfolio manager is ready to help. When you need to talk to us, we’ll be there.
Custom Tailored Portfolios
No two individuals are alike, so why pick a pre-packaged product? Like a fine tailored suit or dress, we build bespoke, separately managed portfolios specifically crafted for each client.
We manage your money in the most tax-efficient way possible to maximize your after-tax returns; these are the returns that actually matter.
Competitive Fees
We receive a management fee that is based upon a percentage of your assets under management. We do not receive trading commissions or any other compensation.
Because our primary compensation is from investment management services, our incentive is to build and protect your assets.
We are 100% owned by our employees so are interests are directly aligned with yours.
Invest in a Better World
For interested clients, we offer diversified portfolios catered towards environmental, social, and governance (ESG) mandates, also called socially responsible investing (SRI).
You can choose to invest according to your values in companies with a low carbon footprint, a strong track record for human rights and social concerns, gender equality, or a combination of the above.
Our Investment Team
We are committed to offering our clients the highest standard of personalized service in the industry. Learn more.
Simon Chun, P.Eng., CFA
President, Portfolio Manager
Doug Garner, P.Eng., CFA
Chairman, Senior Portfolio Manager
Jane Garner, BA
Client Experience