What Makes YouFirst Financial Unique?

• We are an IC/PM firm versus an Investment Dealer. Our compensation is based on a very competitive percent-of-assets fee structure, not on commissions.
  
  
• Our small size allows us to purchase small cap, under-followed companies for the portfolios we manage. Larger firms and mutual funds would own an excessive amount of the small cap company if they made it a sizeable holding in their portfolio.
  
  
• In addition to his Portfolio Management background, Doug Garner, has 20 years of business experience in several non-financial industries providing him with strong operational insight into the companies we invest in.
  
  
• Above average portfolio performance.
  
  
• For investment clients, we provide one-stop shopping by offering retirement plans, estate planning advice and income tax return preparation. To minimize tax within a client's estate, we set-up Spousal and Testamentary Trusts and prepare the associated annual T3 trust returns.
  
  
• High level of personalized service, similar to private banking