YouFirst Financial

Investment Management • Toronto, Ontario, Canada • 1-10 Employees

Company overview

Headquarters	Toronto, Ontario, Canada
Website	youfirstfinancial.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Portfolio Management, Investment Council
Founded	1996
Employees	1-10

Key Contact at YouFirst Financial

Simon Chun

President, Portfolio Manager, and Chief Compliance Officer

YouFirst Financial Email Formats

YouFirst Financial uses 2 email formats. The most common is {first initial} (e.g., j@youfirstfinancial.com), used 75% of the time.

Format	Example	Percentage
{first initial}	j@youfirstfinancial.com	75%
{first name}	john@youfirstfinancial.com	25%

About YouFirst Financial

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 revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

YouFirst Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

YouFirst Financial has never raised funding before.

YouFirst Financial Tech Stack

Discover the technologies and tools that power YouFirst Financial's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Nginx

Reverse proxies

PHP

Programming languages

Bluehost

Hosting

Open Graph

Miscellaneous

WordPress

Blogs

Divi

Page builders

jQuery Mobile

Mobile frameworks

MySQL

Databases

RSS

Miscellaneous

Frequently asked questions

YouFirst Financial is located in Toronto, Ontario, CA.

YouFirst Financial was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

YouFirst Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at YouFirst Financial

Simon Chun

President, Portfolio Manager, and Chief Compliance Officer

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