First Choice Insurance and Investment Services Inc.
Languages spoken: English
Area(s) served: Main Office is located in Fort St John BC. Serving Clients throughout BC and Alberta.
Building wealth today. Planning for generations.
You've built the career, grown a business, or spent years putting money aside. Along the way you've accumulated RRSP's, TFSA's, pensions, insurance policies, real estate and perhaps corporate assets. You've done an excellent job of earning and saving, but have you considered how all these pieces work together?
You already have an accountant managing your taxes and a lawyer looking after your legal affairs. At First Choice, we bring it all together in a forward-looking financial plan.
We look at what you've built, or what you desire to build. We identify opportunities to make your money work harder and develop strategies to grow your wealth, protect what matters, and maximize the legacy you leave behind.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
We are here to cover all of your bases!
Looking at the whole picture because life and business can get complicated. Our team takes the time to understand your goals to help you make informed decisions.
Proudly serving Fort St. John and the surrounding community, we're here for all the bases life throws your way!
Looking at the whole picture because life and business can get complicated. Our team takes the time to understand your goals to help you make informed decisions.
Proudly serving Fort St. John and the surrounding community, we're here for all the bases life throws your way!
Watch video
Portugal was unforgettable!
Rob, Bruce and Jesse had the incredible opportunity to head to Portugal. From the incredible food and world-class locations to the unforgettable experiences, Portugal did not disappoint! But what made this trip truly special was the opportunity to learn, share ideas and connect with some great advisors.
The experiences were amazing, the connections were invaluable, and the knowledge gained was worth more than anything else. We’re coming home inspired, energized and grateful for the opportunity to be part of such an exceptional event!
Rob, Bruce and Jesse had the incredible opportunity to head to Portugal. From the incredible food and world-class locations to the unforgettable experiences, Portugal did not disappoint! But what made this trip truly special was the opportunity to learn, share ideas and connect with some great advisors.
The experiences were amazing, the connections were invaluable, and the knowledge gained was worth more than anything else. We’re coming home inspired, energized and grateful for the opportunity to be part of such an exceptional event!
Watch video
The 10-year U.S. Treasury rate is the interest rate the U.S. government pays to borrow money for 10 years. It’s an important benchmark because it influences borrowing costs, bond prices, mortgage rates and how investments are valued.
A move above 5% is significant but it doesn’t automatically mean investors need to make changes.
Markets and interest rates move. Your investment strategy should be built with that in mind.
What matters more is whether something has changed for you.
-Are you getting closer to needing this money?
-Has your income, retirement plan or financial situation changed?
-Are you questioning whether your current portfolio still fits your goals?
If the answer to any of those is yes, that’s when we should be having a conversation.
We’ll review your actual plan, your timeline and your portfolio — not make decisions based on a headline.
For long-term investors, time in the market remains more important than trying to time the market.
If something has changed, give us a call and let’s review it.
A move above 5% is significant but it doesn’t automatically mean investors need to make changes.
Markets and interest rates move. Your investment strategy should be built with that in mind.
What matters more is whether something has changed for you.
-Are you getting closer to needing this money?
-Has your income, retirement plan or financial situation changed?
-Are you questioning whether your current portfolio still fits your goals?
If the answer to any of those is yes, that’s when we should be having a conversation.
We’ll review your actual plan, your timeline and your portfolio — not make decisions based on a headline.
For long-term investors, time in the market remains more important than trying to time the market.
If something has changed, give us a call and let’s review it.
The 10-year U.S. Treasury rate is the interest rate the U.S. government pays to borrow money for 10 years. It’s an important benchmark because it influences borrowing costs, bond prices, mortgage rates and how investments are valued.
A move above 5% is significant but it doesn’t automatically mean investors need to make changes.
Markets and interest rates move. Your investment strategy should be built with that in mind.
What matters more is whether something has changed for you.
-Are you getting closer to needing this money?
-Has your income, retirement plan or financial situation changed?
-Are you questioning whether your current portfolio still fits your goals?
If the answer to any of those is yes, that’s when we should be having a conversation.
We’ll review your actual plan, your timeline and your portfolio — not make decisions based on a headline.
For long-term investors, time in the market remains more important than trying to time the market.
If something has changed, give us a call and let’s review it.
A move above 5% is significant but it doesn’t automatically mean investors need to make changes.
Markets and interest rates move. Your investment strategy should be built with that in mind.
What matters more is whether something has changed for you.
-Are you getting closer to needing this money?
-Has your income, retirement plan or financial situation changed?
-Are you questioning whether your current portfolio still fits your goals?
If the answer to any of those is yes, that’s when we should be having a conversation.
We’ll review your actual plan, your timeline and your portfolio — not make decisions based on a headline.
For long-term investors, time in the market remains more important than trying to time the market.
If something has changed, give us a call and let’s review it.
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.