“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




F1RST CHO1CE PROCESS:

 

Most people don’t plan on failing, they simply fail to plan!

In making every effort to successfully plan for our current and future client’s financial needs and goals, we have adopted a disciplined financial consulting process that follows six primary steps. Regardless of whether our clients’ needs are mortgage, insurance or investment related, we are confident that by following this process, we will be more able to effectively understand our clients current situation, what they expect and desire for their future and of course, how to get them there.

 

1.  IDENTIFY GOALS & OBJECTIVES: 

The first step in defining your financial needs is to properly and accurately understand what your specific goals & objectives are.

 

2.  ANALYZE: 

Our team will review the information you’ve provided us in order to make sure that there is a fit between what we can offer you and what you’re looking for.

 

3.  RECOMMENDATIONS: 

We will then offer you our professional recommendation(s) along with the specific financial products and strategies that we believe will best fit your needs.

 

4.  CLIENT FEEDBACK:

We would like to hear your opinions on what we’ve recommended, as choosing the right financial products is a very important decision, and we don’t want to simply decide on everything for you.

 

5.  IMPLEMENT SOLUTIONS:

If you feel that our recommendation will help you achieve all that we’ve discussed together, we can now start the process of implementing them one step at a time.

 

6.  CONTINUOUS MANAGEMENT:

We will continue to monitor your plan to ensure that your goals are achieved.

 

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!