YouFirst Financial Inc.
Private Wealth Management
Trusted by our clients for over 30 years
YouFirst Financial is a fully independent boutique portfolio management and financial planning firm, specializing in multi-asset discretionary investment management and comprehensive financial planning for private clients and trusts across Canada. With over $45 million in assets under management, we are committed to providing personalized advice tailored to your unique financial needs.
For our investment clients, we offer a one-on-one, holistic wealth management experience that includes retirement planning, estate consultation, and tax-efficient strategies, all designed to help you achieve your financial goals.
As independent Portfolio Managers and fiduciaries, we prioritize your interests above all else. We are stewards of your family’s hard earned money, offering professional judgment and customized strategies to build and preserve your wealth
Our Mission
At YouFirst Financial, our mission is to put you—our client—first in everything we do. We partner with individuals, families, and small business owners to craft bespoke financial solutions tailored to their unique goals and aspirations. Guided by integrity, transparency, and a commitment to our client’s best interests, we aim to build lasting relationships that foster trust, financial well-being, and long-term success.
At YouFirst Financial, your future is our priority.
Our Vision
We aspire to be the most trusted and respected family-owned financial services firm, treating every client with the same care and commitment as if they were part of our own family. We aim to set the gold standard for personalized service in our industry. Through our unwavering dedication to our clients and community, we strive to empower our clients to achieve lasting financial well-being and to build a legacy of excellence for generations to come.
Partner with Us for Your Financial Future – Let’s Build Your Success Together
Tailored Investment Solutions with Exceptional Service
At YouFirst Financial, we provide bespoke investment portfolios and financial plans that are customized to your unique goals and financial situation. Unlike one-size-fits-all solutions, we take the time to understand your specific needs to design a comprehensive portfolio that evolves with you over time.
We offer premium customer service, open communication, and competitive fees ensuring that you receive exceptional value while feeling supported and informed every step of the way.
Comprehensive Wealth Management
We understand that your time is precious. Partnering with YouFirst Financial allows you to entrust the complexities of wealth management to us, giving you the freedom to focus on what matters most—while enjoying peace of mind knowing your investments are guided by experienced professionals.
Our services go beyond investment management. We offer a comprehensive approach to wealth management, encompassing financial and retirement planning, personalized money coaching, estate guidance, and tax-efficient strategies—ensuring every aspect of your financial life is carefully managed.
Experience in Navigating the Unknown
While some may look for quick gains or unrealistic market predictions, we prioritize your long-term, sustainable financial success. We focus on steady growth, wealth preservation, and adaptive investment strategies with prudent risk management.
Our team’s experience ensures that you benefit from the best practices and the most up-to-date strategies, empowering you to make informed decisions that align with your goals and financial aspirations.
The Human Touch That AI Can’t Replace
At YouFirst Financial, we believe in the power of genuine relationships. Our reputation isn’t just built on our financial acumen, but on our unwavering commitment to understanding your unique needs and providing support throughout your financial journey. When you choose to partner with us, you’re more than just a client—you’re a valued member of our family. This is something an AI simply can’t replicate. We’re here to listen, offer real human guidance, and help you navigate life’s most complex financial decisions with compassion and respect.
Fiduciaries, Always Putting You, First
As fiduciaries, we are legally and ethically bound to act in your best interests. We prioritize your financial well-being above all else, ensuring transparency and providing peace of mind knowing that every decision we make is designed to benefit you. As a 100% family owned and independent firm, we are also able to provide investment counsel free from conflicts of interest.
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.
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