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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





CREATING THE OPTIMAL

PORTFOLIO:

 

Retirement should mean freedom. Whether it’s a cottage overlooking a pristine lake, a warm, sandy beach or the untouched, white powder on the side of a mountain – for most of us it’s going to take some serious financial security planning to reach our retirement goals. We can help you put a plan in place today that will put freedom and choice in your future.

Many Canadians are overwhelmed when faced with the ever-increasing number of available investment options. Tremendous variety, coupled with the influence from countless institutions, contributes to the confusion.

Our team follows a disciplined investing process for creating a successful investing framework, which we call The 5 Laws of Wealth Creation. It starts with an analysis of your risk tolerance, time horizon and objectives for the money you wish to invest. Once your risk profile is established, our system is put to work.

With access to a comprehensive range of investment products and services from equity and fixed income assets to Registered Retirement Savings Plans, we can help you invest for every stage of your life.

This system identifies the risks of investing, and aims to minimize those risks while achieving your personal benchmark of investing. As Warren Buffet states, “we develop an intellectual framework to make investing decisions and we stick with that system to ensure that our emotions do not corrode it”.

This method requires discipline and patience, but we consider investing to be about long-term accumulation of wealth, without the need for high risk or speculation.

 

 

 

 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!