As easy as 1,2,3….here’s your keys!
Are you protecting what’s most important?
Financial success is not a matter of chance, it’s a matter of CHO1CE
“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
WOULDN'T YOU LIKE TO BE MORTGAGE FREE AS SOON AS POSSIBLE?
We can show you how to get there faster with a MORTGAGE FOCUSED FINANCIAL PLAN!
DO YOU HAVE THE RIGHT TYPE OF INSURANCE FOR YOUR SPECIFIC NEEDS?
Don't take any chances, let us help you to ensure that your family and assets will ALWAYS BE PROTECTED!
ISN'T PROTECTING YOUR INVESTMENTS JUST AS IMPORTANT AS GROWING THEM?
Let us show you some of the GUARANTEED INVESTMENT PRODUCTS that are not available through your bank!
DID YOUR MORTGAGE RATE OFFER COME WITH ANY TYPE OF GUARANTEE?
Ours Does!...Find out more about our LOWEST RATE GUARANTEE!
WERE YOU OFFERED PREFERRED RATES ON YOUR CURRENT INSURANCE POLICIES?
Find out how you can easily SAVE UP TO 30% OFF your premiums!
DID YOU TAKE THE MORTGAGE LIFE INSURANCE OFFERED BY YOUR BANK OR BROKER?
Find out why this is likely the WORST FINANCIAL DECISION you will ever make!
Casey B. Charlton,
Financial Advisor – Co-founder
Mortgage, Insurance & Investment Planning
Wayne B. Charlton,
Insurance & Investment Planning
Business Development Manager
Client Service Manager
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