YOUFIRST FINANCIAL

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... 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.

Also known as: YouFirst Financial Inc.