“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





We know how tempting it can be to try to time the market or invest in the hot stock of the day, but we believe a long-term, diversified investment strategy is a much more solid way to help you reach your goals. After all, we’ve been helping people – many like you – do just that for a decade.

F1RST CHO1CE Investment Solutions offers only the highest quality products. Take a look at some of the investment products that might help you to achieve your many financial goals.






- GIC’S or GIA’S













The vision of quiet afternoons, leisurely vacations, and time to devote to your family and hobbies is plenty reason to start saving for your retirement. And with careful planning, you should be able to live the way you want – both today and after retirement – without worrying about financial security.

Whether you’re an individual investor or a business owner with employees, F1RST CHO1CE can guide you through the different retirement plans and help figure out what makes the most sense. And if your needs change after you’ve already enrolled in a plan, we can help you re-evaluate your strategy. But first, start getting familiar with the options that are available to you.


1. Registered Retirement Savings Plan RRSPs – are terrific way to invest for your retirement. The government allows you to deduct from your annual income the money you put into your RRSP within certain limits. Funds within your RRSP also grow on a tax sheltered basis. Guaranteed or Mutual Fund investments can both be held within your RRSP.

2. Registered Retirement Income Funds (RRIFs) / Life Income Funds (LIFs) - are investment plans which allow you to transfer money from RRSP or locked in RRSP and receive a regular income. The funds received are treated as taxable income but the remaining proceeds continue to grow on a tax sheltered basis.

3. Registered Education Savings Plans (RESPs) – are great way to save for your child’s education. Funds within a RESP grow on a tax sheltered basis and if withdrawn for educational purposes the funds are taxed in the child’s hands. Best of all, the federal government matches 20% of your deposits up to $400 per year per child.



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!