ABOUT F1RST CHO1CE:
F1RST CHO1CE Financial Group was originally launched in September of 1999 as Charlton Financial Group. In December, 2011, we evolved into F1RST CHO1CE Financial Group formed by a father and son Financial Advisor team with the vision to expand the Financial Services Industry and to be a front-runner with major banking and financial institutions. The co-founders, Casey and Wayne Charlton, have gained years of valuable experience at organizations such as Dundee Wealth Management, The Berkshire Group, Sun life Financial, Crossroads Financial Solutions, and the Verico Mortgage Brokers Network.
Not only do we provide our clients with access to Mortgage, Insurance, and Investment planning services, which are all facilitated and serviced under the same roof, but we also guarantee the lowest cost mortgage and insurance products, combined with advanced investment strategies that you’ll never hear from your bank.
Our vision is to establish F1RST CHO1CE Financial Group as a premier provider of customized financial solutions to Canadians by providing a fully integrated “One Stop Shop” service experience.
A key directive of F1RST CHO1CE Financial Group is to educate the Canadian public on the role and capabilities of mortgage brokers and financial advisors in Canada. Given the varied and weighty options that today’s consumers have, the business practices of mortgage brokers and financial advisors need be transparent and clear to clientele, and easily accessible. Our ultimate mission is to lead the way in raising client awareness and quality within the mortgage and financial industry in Canada. We will achieve this by helping our clients and future clients decrease their taxes, increase and protect their assets, and convert or eliminate their debt through the creative use of mortgage, insurance and investment products.
At F1RST CHO1CE Financial Group we adhere to the highest standards in the mortgage and financial services industry. We truly put our clients F1RST. Whatever is in the client’s best interest takes the top priority of our advisors. Our Advisors are not driven by commissions, but on being the Canadian client’s top choice for all of their financial services.
F1RST CHO1CE advisors commit to not only finding their clients the lowest rates possible, but also to finding the route that will see them pay down their mortgage faster and make optimal use of their finances. We thrive on that principal alone: finding the best financial solutions for our clients, PERIOD.
At F1RST CHO1CE Financial Group we’re passionate about sharing our knowledge, experience and unbiased opinions with families and individuals that are looking for a trusted advisor to help them with their financial planning options.
Any questions?…Contact Us today!