What will your retirement look like?
Isn’t protecting your investments just as important as growing them?
Simple rules for every investor!
Investment strategies not offered through your bank
Do you have a Mortgage Focused Financial Plan?
Have you started to plan yet?
“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
ISN'T PROTECTING YOUR INVESTMENTS JUST AS IMPORTANT AS GROWING THEM?
Let us show you some of the GUARANTEED INVESTMENT PRODUCTS that are not available through your bank!
WOULDN'T YOU LIKE TO BE MORTGAGE FREE AS SOON AS POSSIBLE?
We can show you how to get there faster with a MORTGAGE FOCUSED FINANCIAL PLAN!
DO YOU HAVE THE RIGHT TYPE OF INSURANCE FOR YOUR SPECIFIC NEEDS?
Don't take any chances, let us help you to ensure that your family and assets will ALWAYS BE PROTECTED!
DID YOUR MORTGAGE RATE OFFER COME WITH ANY GUARANTEES?
Ours Does!...Find out more about our LOWEST RATE GUARANTEE!
DID YOU TAKE THE MORTGAGE LIFE INSURANCE OFFERED BY YOUR BANK OR BROKER?
Find out why this is likely the WORST FINANCIAL DECISION you will ever make!
DON'T YOU THINK IT'S IMPORTANT TO RECEIVE UNBIASED INVESTMENT ADVICE?
We do...so if you're listening to your banks advice, NOW IS DEFINITELY THE RIGHT TIME for a second opinion!
Like it or not, finding the shortest and safest route to your dreams requires planning. Only with a carefully thought-out financial plan can you be sure to make the most of your resources … and to protect against risks along the way.
Our advisors will teach you more about:
- CREATING THE OPTIMAL PORTFOLIO
- RETIRING IN COMFORT
- PROTECTING YOUR INVESTMENTS
- THE 5 LAWS OF WEALTH CREATION
- MAXIMIZING YOUR GROWTH
- BECOMING MORTGAGE FREE FASTER
- PAYING FOR EDUCATION
- PAYING LESS TAX
At F1RST CHO1CE Investment Solutions, we can also design investment strategies based on any of the following Life Events:
- First Job
- Changing Job
- New Child / Expecting
- Going to Post-Secondary School
- Major Purchase
- New Wealth
- Getting Closer to Retirement
- Turning 50
- At Retirement
- Elderly Parent
- Loss of a Loved One
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!
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