Our Team
We are committed to offering our clients the highest standard of personalized service in the industry.
Simon Chun, P.Eng., CFA
President
Portfolio Manager
+1 (416) 655-9153
simon@youfirstfinancial.com
Simon is President and Portfolio Manager at YouFirst Financial where he provides multi-asset discretionary portfolio management, and financial & retirement planning advice. Simon works directly with individuals and families to formulate and execute successful investment strategies with a variety of unique circumstances and objectives. Most importantly, Simon enjoys taking the time to meet with clients and learn about how he can make their financial dreams a reality!
Prior to becoming a Portfolio Manager at YouFirst Financial, Simon worked as an Investment Analyst and Associate Portfolio Manager at the firm where he supported the development of firm-wide investment strategies and performed research and analysis of potential investment opportunities in equities, fixed income, private equity and debt, and real estate.
Before Simon’s career in wealth management, he worked for over six years in Calgary, Alberta and Saint John, New Brunswick in the Oil and Gas industry in process engineering, engineering management, and project management. Simon is registered with the Ontario Securities Commission (OSC) as a Portfolio Manager, the Association of Professional Engineers and Geoscientists of Alberta (APEGA) as a Professional Engineer, and is a Chartered Financial Analyst (CFA) charterholder. He is an active member of the CFA Institute, CFA Society Toronto, and the Calgary chapter of APEGA. Simon has also completed the Partners, Directors, and Senior Officers Course (PDO).
Simon is a proud Queen’s University alumnus, having graduated in 2012 with a B.Sc degree with first class honours in Chemical Engineering.
Doug Garner, P.Eng., CFA
Chairman
Senior Portfolio Manager
+ (416) 229-1251
doug@youfirstfinancial.com
Doug has been in the investment management business since 2000. Before becoming Chairman and Senior Portfolio Manager at YouFirst Financial Inc., he was President and Portfolio Manager of YouFirst Financial, and Director and Portfolio Manager at Foster & Associates, a Toronto-based IIROC investment dealer.
Prior to launching his career in finance, Doug gained extensive business experience through holding senior marketing and engineering management positions at Motorola, AT&T, and as VP Engineering at IPS Automation. Doug also has work experience in the aerospace, computer, process control, pulp and paper, steel, and telecommunications industries. Beyond the finance realm, Doug’s in-depth experience in the operations of these companies provides valuable insight into the actual business that lies behind the balance sheet and income statements of the companies that we invest in.
In addition to being a Professional Engineer, Doug is a CFA Charterholder and has also completed the Partners, Directors, and Senior Officers Course (PDO), the Professional Financial Planning Course (PFPC), and is Canadian Investment Manager (CIM). Doug gained his Bachelor of Applied Science in electrical engineering 1978 and his Masters in Management Science in 1984, both from the University of Waterloo.
Jane Garner, BA
Client Experience
+ (416) 229-6454
jane@youfirstfinancial.com
Jane has extensive experience in the financial services industry, starting in 1996 as a financial consultant at YouFirst Financial, then Vice President at the firm, before moving into her current role in leading the Client Experience team. Prior to her career in finance, Jane gained significant experience in customer service, purchasing, and marketing with Loblaws, CIL, and the Bank of Nova Scotia.
Jane has completed the Canadian Securities Course (CSC) and offers financial guidance to our clients on registered accounts, elder care, and estate planning.
Jane is a graduate of the University of Toronto with a Bachelor of Arts degree.