“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



Investing The Billionaires Way: The Genius of Patience!


Do you know how much wealth has been created in the past ten years by investing in great companies — and staying invested? But instead of investing, many of us are in fact speculating. We allow the surges in the stock market to frighten us out of our investments because we are not focusing on the fundamentals of the businesses that we partly own. By understanding how the billionaires think and invest, you too can achieve astounding wealth.

The 5 Laws of Wealth Creation is a soundly proven formula created by one of Canada’s leading wealth managers and financial planners, J. Richard Charlton.  His book titled “Investing The Billionaires Way: The Genius of Patience” clearly explains how these simple, proven laws have all stood the test of time.


The 5 Laws of Wealth Creation:







Wealth Creation and the Amazing T’s:

Few people know, and most certainly do not understand, the following equation, which will never win any Nobel Prize, but it is guaranteed to make every investor a lot of money over the next few decades, if he or she will only heed to it: WC = T + T + T

Wealth Creation equals the three T’s, or benefits, of compounding: Time, Total Rate of Return, and Taxation.  Or in other words: Wealth Creation equals (maximum) Time, plus (maximum) Total Return, plus (minimum) Taxation.


To learn more about The 5 Laws of Wealth Creation, and how these simple rules of wealth creation will help you to multiply your savings into a small fortune, Contact Us today to set up your consultation.


At F1RST CHO1CE Investment Solutions we’re 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!