Shashi Kapoor's Colleagues at YouFirst Financial Inc
Shashi Kapoor's Contact Details
YouFirst Financial Inc
Shashi Kapoor's Company Details
YouFirst Financial Inc. is an Investment Counsel and Portfolio Management (IC/PM) firm that provides discretionary investment management for private clients and trusts. For investment clients, YouFirst also provides one-stop shopping by offering financial and retirement plans, estate planning advice, and income tax return preparation.Established in 1996, YouFirst Financial has evolved from a financial planning firm that offered mutual funds, to providing segregated discretionary portfolio management with above average performance. Assets under management have grown to over $35 million, and our compensation is based on a best in class percent-of-assets fee structure, not on commissions.YouFirst Financial has adopted the Code of Ethics and Standards of Professional Conduct of the CFA Institute.The firm is owned by its principals and is located in the Yonge and Sheppard area of Toronto. The firm is a registered Investment Counsel and Portfolio Manager with the Ontario Securities Commission.