Established in 1996, YouFirst Financial is a boutique portfolio management and financial planning firm, registered in the province of Ontario, providing 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 for financial and retirement planning, estate planning advice, and income tax return preparation.

YouFirst Financial Inc.

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