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“I’m extremely thankful and grateful to be working with the Charlton family and F1RST CHO1CE Financial Group for my investment planning needs. It’s very clear that they’re experts in the investment industry which is evidenced by the proven investment strategies they recommend.  I can see why they’re among the most respected advisors in the country and would highly recommend them to anyone that’s looking to grow their investment portfolio”

 

Augusto Pinho, Burlington, Ontario

 

 


 

“Working with the F1RST CHO1CE Financial team was and continues to be a real pleasure.  I have really appreciated their professional guidance designing and managing a solid portfolio. Their investment strategies to both reduce my taxable income and accelerate the growth in my portfolio really opened my eyes!  I’m looking forward to learning more about the strategies I would have never learned about from my bank.”

 

Stanislaw Shapiro, Toronto, 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


 

“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


 

“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


 

“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





WHY F1RST CHO1CE:

Financial success is not a matter of chance, it’s a matter of CHO1CE!

 

Why F1RST CHO1CE Investment Solutions?…ITS SIMPLE….We’re firm believers in The 5 Laws of Wealth Creation, and the idea that investing is a long term commitment that requires a solid relationship between advisor and client.  Let us help to educate you on these 5 simple laws that will give you confidence and peace of mind in achieving your investment goals!

 

THE 5 LAWS OF WEALTH CREATION:

1. PAY YOURSELF FIRST

2. SET ARTICULATED FINANCIAL GOALS

3. BE A CONTRARIAN

4. LEVERAGE HUMAN RESOURCES

5. LEVERAGE CAPITAL BY BORROWING TO INVEST

 

WHO SHOULD INVEST WITH US?  We’ll be the first to say it: F1RST CHO1CE Investment Solutions isn’t the right choice for everyone. For many years, we’ve believed in the same basic strategy of investing in quality investments that have proven themselves over time. We’re passionate about educating our clients about The 5 Laws of Wealth Creation, and we understand that this approach may be considered old-fashioned in this day and age. But if it means helping investors realize their goals, then it’s an approach we’re going to stick to.

Are we the right investment firm for you? That depends on whether you see yourself the same way we do:

- You prefer interacting with an actual person, rather than a call centre

- You take a realistic approach to your financial goals

- You’re confident but careful when it comes to managing your money

- You understand the difference between investing and gambling with your money

- You want to invest in quality investments instead of the latest trends

- You won’t compromise your principles and expect the same from others

- You’re an independent thinker that makes well-informed decisions

If we aren’t the right choice for you, that’s okay – another investment firm that fits your personality can better serve your needs. But if you’d like to know more, here’s what to expect from F1RST CHO1CE Investment Solutions.

 

WHAT TO EXPECT:  Investing for the long-term takes discipline, patience and confidence in your financial advisor and firm. It’s a lifelong proposition that can help you achieve each and every financial goal you set for yourself and your family. But what should you expect from your financial advisor and what will your financial advisor expect from you?

 

WHAT YOU CAN EXPECT FROM YOUR ADVISOR: 

- A consultative approach to all financial needs, including education savings, retirement planning, insurance needs and investments – based on your individual needs and expectations

- Personalized attention and prompt answers to any financial concerns

- Face-to-face meetings, if that is your preference

- Regular annual meeting to discuss changes in life goals

- Clear, complete explanations of investments and recommendations

 

WHAT YOUR ADVISOR CAN EXPECT FROM YOU:

- Understanding of the F1RST CHO1CE investment philosophy

- Willingness to define and set attainable, realistic goals

- Dedication to investing/saving for the long haul

- Appreciation for the value of advice, whether or not you agree

- Referrals; so we can also help your friends and family achieve their goals

 

 At F1RST CHO1CE Investment Solutions were 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 Investment Planning options.

ANY QUESTIONS?…Contact a Licensed Investment Advisor today!