ABOUT CASEY CHARLTON:
WHO AM I? I am a rather unique Financial Advisor. What sets me apart from the competition is the depth of my experience across the Financial Services industry, and my passion for sharing knowledge and helping people in ways they often find quite surprising. As an Independent Advisor my advice is truly unbiased as I don’t work for any specific bank or financial institution – I WORK FOR YOU! I’m here to help you make the difficult choices and bring clarity to some of life’s biggest financial decisions. Best of all, my service to you is absolutely free!
My easy-going personality has been a defining characteristic in building my network and establishing myself as a trusted adviser. I focus on cultivating business relationships that are built on respect, loyalty, and trust.
I’ve been active in the Mortgage and Financial services industry for just under a decade, and with a background in Financial Planning at Sun Life Financial, I truly understand why the right mortgage is the foundation for a successful financial plan. Unlike your bank representative or current mortgage broker I’m also professionally licensed to give advice on the many types of Insurance and Investment products available. This ensures that you’ll receive the best mortgage products that also fit perfectly with the rest of your financial plan. Simply put, my advice is focused on improving your complete financial portfolio, and not just one particular area.
“My goal is to provide you with options, information, and unbiased advice on which financial products and services make the most sense.”
WHY ME? Here is what you can expect if you contact me:
-Personalized service from an experienced industry expert. (No call centres and no annoying voicemail instructions).
-Independent, unbiased advice about what’s in your best interest. (You will get the same advice I’d give to my own family.)
-Unlike employees working for financial institutions, my only objective is happy customers (my main source of referrals) and my income is not affected by monthly targets or a lenders’ profitability.
-The lowest cost mortgage, and insurance products guaranteed.
-Advanced investment planning strategies that you’ll never hear from your bank.
-Ongoing thoughtful and insightful advice, whenever you may need it (7 days a week including evenings and weekends).
-Fun. If you think Mortgages, Insurance, or Investment planning is boring, you obviously haven’t been speaking with me!
WHEN I’M NOT WORKING I’M:
-A husband and a father of an amazing little toddler!
-An avid golfer, tennis player, and anything involving the sun!
-A do-it-yourself home renovator
-A lover of fine foods and good music!
If you choose me to help advise you on some of life’s most important financial decisions, you can count on my personal commitment and involvement in the process from beginning to end. Whether its advice regarding your Mortgage, Insurance, or Investment planning needs, I would be happy to speak with you over the phone, through e-mail, or in person at your convenience. I look forward to hearing from you.
Casey B. Charlton
416-315-1952 – CCharlton@FCFG.ca