OUR PASSION & BELIEF

At YouFinancial, we are passionate about building relationships and guiding people to reach their financial goals. Having practiced within both Brokerages and Retail Banking centers, we understand first hand the gaps that are missing when it comes to building a long-term relationship with You – Mr. and Mrs. Client.

Our business is about You: understanding You, Your family, Your career, Your deepest concerns and Your biggest dreams! As You develop throughout the course of your life all of these variables will continuously change and we will be there, diligently planning with You every step of the way.

Our belief is that we have a moral obligation to delay managing your families Wealth until we are satisfied that You are committed to entering a disciplined relationship with us and your finances.

WE GET IT

As business owners ourselves, we understand first hand the unique challenges You are faced with. We also understand that as a business owner You made the choice to do whatever it takes to follow your dream and provide for your family. We have identified a common set of characteristics that our business clients often overlook in their Financial Planning and we set out to ensure your business’s and families wealth are protected

WE CAN HELP YOU

We are in a unique position in that we have structured our business around You, as professionals and business owners. We have developed a unique 6 step planning process that we take each client through – no matter where you are. The result is that each client has a tailored financial plan to guide them in achieving their unique goals, providing You with the confidence and knowledge that is essential to enhancing your wealth and living a well balanced life.

THE VALUE OF ADVICE

Cost is not the same as worth; to properly evaluate whether something merits our investment, we delve into details that many others might miss.

Transparency is a value that we adhere to; and we recognize transparency is essential to your education as a consumer and the long-term success of our relationship. There are various factors that determine the fee structure that is best suited to your unique planning needs such as:

  • The level and type of services you need
  • The recommended investment management solutions
  • The amount of assets under management

It is important to us that you understand the difference between each fee option and recognize how we are paid and know exactly what services you will receive for that fee.

Provides High Net worth Investors with a valuable combination of benefits including:

  • Private investment management solutions
  • Prudent tax management strategies
  • Customized fee structure tailored to services
  • Ability to deduct investment council fees*
  • Simplified account management
  • Automatic account rebalancing

*Fee deductibility may or may not be right for you. Please consult your personal accountant for more information on fee deductibility as it relates to your individual tax strategies.

Offers Investors with access to professional advice through a series of planning & plan specific consulting options ensuring:

  • Your interests are served first
  • Completely unbiased advice
  • Highly personalized strategies
  • Benefit driven solutions
  • Financial Stability
  • Consumer Education

OUR PROCESS

Building Rapport

We encourage all prospective clients to share what they’re looking for in a trusted advisor and client relationship.

Understanding & Goal Setting

We look to gather in-depth information and help you set very realistic, time-specific goals so that we can begin to formulate YourFinancial Plan.

Planning & Organizing

After reviewing all of the information you have provided and assessing your goals, we begin to develop YourFinancial Plan. During this process we will look at all the essential elements of financial planning and access all of our resources to ensure your long-term success.

Review & Implementation

Together, we will review all the elements of YourFinanical Plan and discuss how they relate to your unique goals. Once fulfilled, we will set action items to implement the plan.

Contingency & Balance

Here we will review all of the possible risks associated with YourFinancial Plan. We then look to build in contingencies, which present the greatest risks to your unique goals.

Discipline & Communication

The true test of time in achieving the goals laid out is discipline. Your life is going to change, and we need to be able to adapt effectively – Together – so that you remain on track to meet your unique goals, as they were set. This requires on-going communication, transparency and scheduled reviews.

Mutual Accountability

The most successful relationships bot thrive when there is open communication. We encourage you to give us feedback and let us know how we are doing. We strive to act with honesty, integrity and humility and put your interests first in all we do.

OUR SERVICES

Credit Management

Cash flow Management

Insurance Planning

Tax Planning

Investment Planning

Estate Planning

Charitable Giving

Retirement Income Planning

Business Development Planning

Business Succession Planning

Integrated Financial Planning

OUR TEAM

We have a fiduciary duty to provide You with access to the highest quality advice and service. To do so effectively, we have developed strategic relationships with a team of business professionals that we call upon to review all facets of your YourFinancial plan. Likewise, we know that you may have long-term business relationships with existing professionals; as such we will work with your team to ensure your utmost success.

Our team of advisors includes:

  • Principle & Lead Advisor
  • Chartered Professional Accountants
  • Financial Planners
  • Mortgage Brokers
  • Residential & Commercial Real Estate Agents
  • Estate Lawyers
  • Corporate Lawyers
  • Real Estate Lawyers
  • Real Estate Investors

OUR PARTNERS

We are in a unique position where we have access to a virtually unlimited amount of solutions to choose from. At YouFinancial we seek out the best and brightest minds in the business and partner with them to ensure long-term sustainable growth of your families wealth.

CONTACT US

YouFinancial

ADDRESS

YouFinancial
35 Sprucehill Drive
Brantford, Ontario
N3R 3R7 Canada

CALL US

905-555-5555

EMAIL

support@youfinancialinc.ca