“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




CLIENT COMMITMENT:

 

At F1RST CHO1CE Financial Group we consider our clients’ needs, goals and dreams to be the highest priority. We believe in the value of long-term relationships, service, integrity and uncompromised quality.  If your goal is to achieve financial freedom, we will get you there.

WE RESOLVE THAT WITHOUT EXCEPTION WE WILL:

*Ask questions and listen to our clients in order to fully understand their financial goals and objectives.

*Create mortgage plans that complement our clients’ overall financial strategy and allow them to most effectively accomplish their goals.

*Be sensitive to the fears that many families have about obtaining a mortgage loan, buying insurance, or investing for retirement,  and earn their confidence as a trusted advisor.

*Respect our client’s time and minimize the amount of effort required of them by applying our knowledge, experience and resourcefulness.

*Monitor our client’s financial plans on an ongoing basis and keep them informed with annual reviews.

*Measure our success by our clients’ willingness to confidently recommend us to their family and closest friends.

*Take full responsibility for our actions and be honest at all times.

WE WILL DO THIS BY:

*Using state-of-the-art technology to complement our customer service, making adjustments when necessary to avoid overwhelming our clients who are less technically proficient.

*Communicating regularly and proactively with our clients to keep them informed of the status of their applications and investments in order to reduce the stress that is associated with uncertainty.

*Improving the quality of our service by encouraging each client to critically evaluate our performance.

Our PROMISE to our clients is based on the following principles:

Professionalism: We constantly seek to expand our knowledge and expertise in our chosen fields. We provide unbiased, client-centered solutions and we treat all of our clients and colleagues as we would like to be treated ourselves.

Partnership: We focus on building life-long partnerships with our clients and helping them accomplish their lifetime financial goals.

Practice: We practice what we preach which means that we make every recommendation as if it were for our own family or business.

In any business, TRUST is the fundamental key to a company’s success.     When it comes to financials, transparency and trustworthiness are invaluable to a company’s prosperity. F1RST CHOICE Financial Group goes the distance to earn their clients’ trust; we want your business today and in the future. Here are some of the institutions and programs that F1RST CHOICE Financial Group supports and/or adheres to:

Member of the Canadian Association of Accredited Mortgage Professionals; Member of Independent Financial Brokers of Canada; Financial Services Commission of Ontario (FSCO); Office of the Superintendent of Financial Institutions Canada (OSFI); Financial Advisors Association of Canada (Advocis); Equifax Canada Inc; Internal Privacy Policies; Independent Mortgage Brokers Association of Ontario; (PIPED)Personal Information Protection and Electronic Documents Act.