Youfirst Financial Inc
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.
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- JG
Jane Garner
VP · General Business & Management
EmailPhone - DG
Doug Garner
Chairman, Senior Portfolio Manager · Other
EmailPhone - SC
Simon Chun
President, Portfolio Manager, and Chief Compliance Officer · Other
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Youfirst Financial Inc
4 distinct titles indexed · top 4 shown.
- 1asm
- 1chairman, senior portfolio manager
- 1president, portfolio manager, and chief compliance officer
- 1vp
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