“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 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.

Sincerely,

Casey B. Charlton

416-315-1952 -  CCharlton@FCFG.ca