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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





INVESTMENT PARTNERS:

 

 

At F1RST CHO1CE Investment Solutions, we recommend our clients to invest only with investment companies and fund managers that we ourselves would invest with. Although we have access to every major investment firm in Canada, we choose carefully which companies we will partner with and inevitably introduce our clients to.  Below are some of the fund companies that we’ve chosen to represent.

 

DYNAMIC FUNDS:  Dynamic Funds is a leading Canadian investment firm offering a comprehensive line-up of investment products and services designed to meet the financial needs Canadian investors.

 

AGF MANAGEMENT LIMITED: Founded in 1957, AGF Management Limited is a premier Canadian-based investment solutions firm with industry-leading financial performance, talent and client relationships. To serve the needs of a broad range of diversified clients worldwide, the firm consists of two distinct businesses: AGF Investments and AGF Trust.

 

INVESCO TRIMARK: is an independent investment management company that is incorporated in Bermuda, headquartered in Atlanta, Georgia and has branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York stock exchange. [2][2] Invesco operates under the Invesco, Trimark, Invesco Perpetual, Atlantic Trust, WL Ross and Powershares brand names.Bottom of Form

 

FRANKLIN TEMPLETON:  Franklin Templeton Investments delivers an extensive array of investment solutions from one global platform, with assets under management of CDN$32.4B, as of January 31, 2012. Their global network of 53 offices located in 30 countries is where our 449 portfolio managers and analysts are working around the clock to find the best investment opportunities for you.

 

MACKENZIE FINANCIAL:  Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $63.41 billion in assets under management, Mackenzie Investments distributes its services through a diversified network of third-party financial advisors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada’s premier financial services companies with over $121.98 billion in total assets under management.

 

CI INVESTMENTS:  CI Investments has been managing money on behalf of Canadian investors since 1965. CI is a leader in innovation. The company was, for example, the first to offer tax-efficient funds with the introduction of CI Corporate Class. CI also was a leader in introducing industry funds and was the first mutual fund company to partner with an insurance company to offer segregated funds.

 

MANULIFE INVESTMENTS:  provides some of the very best financial protection and wealth accumulation products backed by the financial strength and security of a global leader.  To help prepare you and your family for the future, Manulife offers a strong, reliable, trustworthy and forward-thinking approach that you can turn to for those big financial decisions. Our high quality investment portfolio, diverse business platform and prudent risk management practices are a few of the reasons why you make the right choice when choosing Manulife Financial.

 

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!