“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



At F1RST CHO1CE Financial Group our advisors have benefited from working with some of the top Financial Advisors and institutions in Canada.    This invaluable experience allows us to offer several advantages that are extremely rare in the financial services industry.  If you’re looking for unbiased genuine advice and advanced financial planning strategies,  combined with first class customer service and a client/advisor relationship you can count on for life, then you’ve definitely come to the right place.  Here are some of the main advantages we have over any bank representative or other financial advisors.


1.   FREEDOM:  Our advisors don’t represent only one particular lender, investment or insurance institution. Instead we provide access to over 40 of the most trusted financial institutions in Canada without any undue pressure or influence.


2.   SERVICE:   You’ll gain access to unbiased professional advice for your mortgage, insurance, and investment planning needs, anytime including evenings and weekends.


3.   FLEXIBILITY:  You can lock in the best mortgage rate up to six months prior to your mortgage closing.


4.   TRUST:  You’ll have peace of mind in knowing that our advice is always unbiased, with a focus on improving your complete financial portfolio and not just one particular area.


5.   RELATIONSHIPS:  Our relationships are the key difference to our competitors, and the main reason were able to negotiate the best mortgage rates in the country.


6.   EXPERIENCE:  As the creators of Mortgage Focused Financial Planning, we’ve gained years of valuable experience. You’ll be pleasantly surprised at how a few simple changes can make such a big difference to your lifestyle.




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!