“After losing more than 30% of my investment portfolio in 2009, my bank offered no other advice other than to leave my money where it was or transfer it to GIC. Thankfully I was referred to Casey who showed me some other amazing investment options that were not available through my bank, that would give me the potential to make up for my losses while also providing some guarantees.  I’m extremely happy that I listened to Casey’s advice and not my banks, as I’ve now managed to regain all of the money I lost and can now retire the way that I was planning on.  Thank you so much Casey you’ve made a huge difference to my life and I will continue to refer  anyone that I know to you with pleasure!”

 

Becky Cezar-Redublo, Toronto, Ontario


 

“My wife and I have been clients for several years now, and in that time, we’ve conducted numerous transactions with both Casey and Wayne from mortgage refinancing to life insurance to managing our investments. These individuals have demonstrated that they have superior knowledge of their respective products and are able to deliver them with exceptional customer service. I have found that this combination is a rarity these days, and as such, I whole heartedly recommend their service to both friends and family with confidence.”

 

Clifton Sookdeo & Shelly Sharma, Caledon, Ontario


 

“I have nothing but amazing things to say about F1RST CHO1CE Financial Group. Not only are Casey & Wayne extremely helpful and patient, but they’ve always taken the time to explain all my available options and make recommendation that would help me best attain my goals. I would recommend F1RST CHO1CE to anyone looking to plan for their future.”

 

Wilfido Rodriguez, Brampton, Ontario


 

“Honesty, integrity, and professionalism are the three words that come to my mind when I hear Casey’s name. He has provided my clients over the years with the highest level of service and they always thank me for introducing them to him. Casey truly goes above and beyond.”

 

Deborah Robinson, Real Estate Agent – Royal Lepage


 

“Purchasing our first home was a little nerve racking at first, but after speaking with Casey we felt completely at ease as we new we were in good hands.  Unlike our bank who took more than 2 days to call us back, Casey was always available to answer our questions and concerns no matter when we tried to reach him. Casey you made our first home purchasing experience a very pleasant one, and we really appreciated your advice regarding our life insurance options as well.  Thanks for everything…you saved us a lot of time and stress!”

 

John & Allison Botero, Mississauga, Ontario


 

“Working with Casey was an absolute pleasure from the beginning to the end.  Not only did he secure us a much better mortgage rate than the bank we’ve been with for over 15years, but he also helped us create a financial plan to help us to pay off our mortgage faster while creating wealth at the same time.  We’re very excited about working with Casey in the future and look forward to referring him to all of our friends and family.”

 

Peter & Lorraine Verners-Rufh, Oakville, Ontario




ABOUT F1RST CHO1CE:

 

OUR HISTORY:

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 with the vision to expand the Financial Services Industry and to be a front-runner with major banking and financial institutions. The founder, Casey Charlton, has gained years of valuable experience at organizations such as Mercedes Benz Canada, Sun life Financial, Crossroads Insurance & Investments 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:

It’s our vision to establish F1RST CHO1CE Financial Group as a premier supplier of customized financial solutions to Canadians, by providing unbiased creative advice regarding all of their financial needs.

 

OUR MISSION:

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.

 

OUR STANDARDS:

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!