Sierra Young, QAFP - Financial Planner

Sierra Young, QAFP - Financial Planner I'm here to help you achieve your goals and plan for financial independence. Your financial success is my priority.

My commitment is to work with you to achieve your goals, ensure your insurance needs are met, and plan for your financial independence. I focus on long-term relationships with my clients and plan on doing the same with you. My passion is to help people realize their full potential. I love educating my clients, getting to know their goals and dreams, and help them to create a financial plan that is

customized to their needs and priorities. I have been working with people and creating relationships since a young age, and I have always enjoyed helping people be the best version of themselves. Following several years at Canada Life, today I am thrilled to be working alongside my father, Dane Young who has been helping clients with financial planning since 1985. Together at Young Family Financial Group, we continue to provide clients with exceptional service and financial advice all over the Lower Mainland. Our practice is located in sunny Tsawwassen and we welcome in-person meetings as well as telephone or virtual calls. Our areas of specialty are investment planning, retirement savings, and risk-management insurance planning. Insurance products, including segregated fund policies, are offered through Young Family Financial Group, and Sierra Young offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Hi everyone, I am excited to announce that as of May 1st, I have officially joined the team at Vitality Wealth Managemen...
05/06/2025

Hi everyone, I am excited to announce that as of May 1st, I have officially joined the team at Vitality Wealth Management.

Clients will continue to receive the same trusted advice, with added benefits. If you are an existing client, please check your inbox for an email from me.

Anyone interesting in learning more about how we help our clients, please go check out our website! www.vitalitywealth.ca

2025 marks a notable 5-year milestone when the former Great-West Life, London Life and Canada Life investment fund shelv...
05/06/2025

2025 marks a notable 5-year milestone when the former Great-West Life, London Life and Canada Life investment fund shelves came together to create one strong fund shelf.

The best of the best from each shelf was selected to create a new, curated, stronger Canada Life shelf designed to be relevant, competitive and positioned to win.

We celebrate by showcasing the forward-thinking solutions and progress over the past five years:

Be part of the future of investment fund innovation. Discover how our fund offerings can benefit you.

Contact me today.

Are you tired of the constant turnover at the bank? What about the fact that when you want to make a change to your inve...
08/27/2024

Are you tired of the constant turnover at the bank? What about the fact that when you want to make a change to your investment they make you come in and sit down with someone. What if you don’t have the time? Or your schedule doesn’t allow for it? Or you have to wait for weeks to even get in to talk to someone?

If you feel frustrated with these constants at the bank, maybe working with an independent advisor is for you.

I work for YOU, not a bank which means I can meet you when it’s convenient for you, get back to you right away when you need something, and am here to form long-term relationships with my clients.

DM me for a complimentary consultation.

Changes to the general anti-avoidance rule (GAAR). The penalty will now be calculated as 25% of the additional tax owing...
07/10/2024

Changes to the general anti-avoidance rule (GAAR). The penalty will now be calculated as 25% of the additional tax owing by a taxpayer as a result of the GAAR’s application. The 2% share buyback tax that applies as of Jan. 1, 2024, to the annual net value of equity repurchases by public corporations and certain public trusts and partnerships.

Budget implementation bills C-59 and C-69 received royal assent late Thursday

Many Canadian banks and credit unions offer startup business loans through the Canada Small Business Financing Program (...
07/08/2024

Many Canadian banks and credit unions offer startup business loans through the Canada Small Business Financing Program (CSBFP). This government-backed loan provides up to $1.15 million for eligible businesses with revenue under $10 million (excluding farms).

We explain everything you need to know if you want a loan to start your business.

It’s never too early to have important conversations with your aging parents about their finances. Strengthen your famil...
07/03/2024

It’s never too early to have important conversations with your aging parents about their finances. Strengthen your family’s financial well-being today. Don’t navigate it alone – reach out to me for support.

Happy Canada Day! 🍁🎉
07/01/2024

Happy Canada Day! 🍁🎉

The Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA ... Contributions to RRSPs are tax-defe...
06/28/2024

The Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA ... Contributions to RRSPs are tax-deferred, which means that they are income-tax deductible. That said, your post-retirement withdrawals are subject to standard income ...

Which account should you open? Learn the benefits of RRSP vs TFSA accounts to know which best fits your needs and financial plans.

The sustainable investing landscape is quickly evolving. From ESG integration to biodiversity, challenges are aplenty. H...
06/26/2024

The sustainable investing landscape is quickly evolving. From ESG integration to biodiversity, challenges are aplenty. However, along with these challenges comes an abundance of opportunities. The sustainable investing landscape is quickly evolving.

See how our Sustainable Portfolios can help you make a positive change in the world while also investing for your financial goals.

Address

408-355 Burrard Street
Vancouver, BC
V6C2G8

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