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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 CALCULATORS:

 

PERSONAL FINANCE & INVESTMENT CALCULATORS:

Net Worth: Getting a grasp on your real net worth is the first step in reorganizing and rebuilding your finances.

 

Where Does My Cash Flow? Use the cash flow calculator to easily track all your income and expenses.

 

Formula for Wealth: Change Time, Goal or Return to see how you can apply the Formula for Wealth to your own financial goals.

 

Pay Yourself First: You pay your bills every month but there might be someone you’re forgetting to pay – yourself. See how paying yourself first is a vital step toward a more secure financial future.

 

Rule of 72 – Double Your Money: How long will it take you to double your money? This calculator gives you a quick answer and lets you compare three rate of return scenarios using the Rule of 72.

 

Savings Growth: Making regular contributions to a savings or investment account is one of the best ways to accumulate wealth. This calculator lets you estimate the future value of your savings.

 

High Cost of Waiting to Invest: The longer you wait to begin saving for retirement, the more you’ll have to save to accumulate the nest egg you’ll need.

 

Effect of Inflation on Income: This calculator shows the effect of inflation on your future income needs. It lets you project an income need in future dollars or in today’s dollars.

 

RETIREMENT CALCULATORS:

Will the Money Last? Use this calculator to show how long your money will last if you make regular, annual withdrawals indexed to inflation.

 

A Tale of Two RRSPs: An RRSP is the single most effective tool available to help Canadians save for retirement. This calculator shows how five basic investing strategies can enhance the growth of an RRSP.

 

Start Early in Life: The first step in making your RRSP savings grow is to start contributing early in your life.

 

TFSA vs Taxable Investment: This calculator compares the growth of a TFSA investment to a taxable investment that can generate any portion of interest, eligible dividends and capital gains. The user can enter their own mix of interest, dividends or capital gains.

 

 EDUCATION CALCULATORS:

RESP Tax Shelter: See how tax sheltered growth in a Registered Education Savings Plan can build a post-secondary school education fund for your children.

 

Supercharge Your RESP with the CESG Grant: See how the Canada Education Savings Grant (CESG) can enhance the value of your RESP.

 

    Click Here to check out the MORTGAGE CALCULATORS PAGE or the INSURANCE CALCULATORS PAGE

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!