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
Money is personal. Every family has different goals, concerns, and aspirations. Simon believes investment management should reflect that reality. His approach combines disciplined portfolio management with thoughtful financial planning, helping clients make confident financial decisions through every stage of life. Whether preparing for retirement, navigating major life transitions, or building a lasting legacy, Simon’s goal is to provide clarity, confidence, and peace of mind.
As President and Portfolio Manager at YouFirst Financial, Simon works closely with individuals and families to develop personalized investment strategies tailored to their unique financial circumstances and long-term objectives. As a discretionary Portfolio Manager, he is responsible for making day-to-day investment decisions on behalf of his clients, allowing them to focus on what matters most while knowing their portfolios are being managed with discipline, independence, and care.
Simon believes successful wealth management extends well beyond investment returns. His advice integrates retirement planning, tax-efficient investing, estate planning considerations, and risk management into a comprehensive financial strategy designed around each client’s life, not simply their portfolio. Above all, he believes the best advice begins with listening. By taking the time to truly understand his clients, their families, and what they hope to achieve, Simon builds long-term relationships founded on trust, transparency, and aligned interests.
Before becoming President of YouFirst Financial, Simon served as an Investment Analyst and Associate Portfolio Manager, helping shape the firm’s investment philosophy and portfolio construction process. His experience spans global equities, fixed income, alternative investments, and real assets, providing a broad perspective across market cycles and economic environments.
Prior to entering wealth management, Simon spent more than six years in the oil and gas industry, working in process engineering, engineering management, and project management in Calgary, Alberta, and Saint John, New Brunswick. His engineering background continues to influence the way he approaches investing, bringing a disciplined, analytical mindset to complex financial decisions while remaining focused on practical, long-term outcomes.
Simon is registered with the Ontario Securities Commission as a Portfolio Manager and holds the Chartered Financial Analyst (CFA) designation. He is also a licensed Professional Engineer (P.Eng.) and has completed the Partners, Directors and Senior Officers (PDO) Course. He is an active member of the CFA Institute, CFA Society Toronto, and the Association of Professional Engineers and Geoscientists of Alberta (APEGA).
Simon graduated from Queen’s University with First-Class Honours in Chemical Engineering.
Doug Garner, P.Eng., CFA
Chairman
Senior Portfolio Manager
+ (416) 229-1251
doug@youfirstfinancial.com
Doug Garner is the Founder, Chairman, and Senior Portfolio Manager of YouFirst Financial. Since founding the firm in 2007, Doug has remained committed to a simple philosophy: clients deserve objective, independent investment advice built on trust, transparency, and long-term relationships. His leadership continues to shape the firm’s investment philosophy and client-first culture.
With more than 25 years of investment management experience, Doug has guided clients through multiple market cycles, economic recessions, and periods of exceptional growth. His disciplined, long-term approach emphasizes preserving capital, managing risk, and helping clients achieve their financial goals with confidence. As Chairman, Doug continues to provide strategic oversight of the firm’s investment process while mentoring the next generation of portfolio managers.
Prior to founding YouFirst Financial, Doug served as Director and Portfolio Manager at Foster & Associates, a respected Toronto-based investment dealer. Earlier in his career, he held senior engineering, marketing, and executive leadership positions with companies including Motorola, AT&T, and IPS Automation, where he served as Vice President of Engineering. His experience spans a broad range of industries, including aerospace, computing, process control, pulp and paper, steel, and telecommunications.
Doug’s engineering and business background provides him with a practical perspective on how companies operate, compete, and create long-term value. That experience continues to influence his investment philosophy, combining rigorous analysis with a disciplined focus on quality businesses and sound risk management.
Doug is a Chartered Financial Analyst (CFA) charterholder, a licensed Professional Engineer (P.Eng.), and holds the Canadian Investment Manager (CIM) designation. He has also completed the Partners, Directors and Senior Officers (PDO) Course and the Professional Financial Planning Course (PFPC).
Doug earned a Bachelor of Applied Science in Electrical Engineering (1978) and a Master of Applied Science in Management Science (1984), both from the University of Waterloo.
Jane Garner, BA
Head of Client Experience
+ (416) 229-6454
jane@youfirstfinancial.com
Jane Garner has been an integral part of YouFirst Financial since 1996 and has played a pivotal role in shaping the firm’s client-first culture. Known for her warmth, compassion, and unwavering commitment to clients, Jane has built lasting relationships with generations of families, earning the trust and respect of clients throughout the community.
Throughout her career at YouFirst Financial, Jane has served as a Financial Consultant, Vice President, and today continues to oversee the client experience, ensuring that every interaction reflects the firm’s commitment to exceptional personal service.
Before entering the financial services industry, Jane developed extensive experience in customer service, purchasing, and marketing with organizations including Loblaws, CIL, and the Bank of Nova Scotia. Those experiences helped shape the approachable, thoughtful, and responsive style that clients have come to appreciate over nearly three decades.
Jane has completed the Canadian Securities Course (CSC) and holds a Bachelor of Arts degree from the University of Toronto.
Although Jane has stepped back from many of the firm’s day-to-day operations, she remains an important part of YouFirst Financial and continues to embody the values upon which the firm was built. Her genuine care for people and dedication to helping others have helped define the culture of YouFirst Financial for nearly 30 years.