FISCAL AGENTS: Financial Services Group


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  Considering a move?


  A small organization with some big advantages!
  Professionalism in an entrepreneurial setting
  Options for you and your clients
  Leading-edge support systems so you can relax
  Competitive compensation
  If you wish... Complete autonomy
  Where to go from here


Considering a move?

Fiscal Agents Financial Service Group operate a retail Savings and Investment Centre, and is looking for Associate Representatives to add diversity to their already successful team in Oakville, Ontario.

To become a part of this dynamic team, you must have the financial and communication skills to build solid relationships with your clients as well as the discipline to make things happen. In return, as a part of the Fiscal Agents team, you will have access to effective product information systems and back office systems to ensure professional transactions from start to finish.

If you are looking for lots of corporate guidance including objective setting, rah-rah sales meetings and mandates to sell "products of the week", then keep looking because you won't find it here. However, if you're looking for an entrepreneurial, yet professional and reliable place to conduct your business, look no more.

Fiscal Agents can provide you with generous commission payouts, broadest product selection, advanced product information, administrative and back office support systems.

A small organization with some big advantages!

Established in 1977, Fiscal Agents deposit brokerage has been successfully building its presence in Oakville and across Canada. In Ontario through its Oakville based Savings and Investment Centre, coupled with Fiscal Agents Insurance Limited (a life and annuity agency).

The Financial Information Services Division gathers and provides copyrighted product interest rate data to most major and local newspapers nationally. In addition, is also supply's this information to Canada's largest Internet sites, www.canoe.ca who average 1.6 million page views per week. thestar.com, sympatico.ca for interest rates and calculators/tools and canada.com are also destination sites for may investors. Reporting in excess of 20 million views per month.

Through our Financial Information Services Division, Fiscal Agents also gathers and provides product profiles and daily rate information to financial services professionals. This is done through Money:Guide (tm), an on-line rate and product information system, as well as through The Fiscal Reports which are semi-annual detailed surveys of financial product features, fees and conditions.

As a result, the name Fiscal Agents is widely known to investors and is recognized as the source for accurate comparative interest rate and product information. National awareness and access to detailed timely product information has put Fiscal Agents right on the leading edge.

Professionalism in an entrepreneurial setting

At Fiscal Agents, we provide the information and support systems that allow you to deliver sound, insightful advice to your clients. These same systems have helped us to develop and maintain a loyal and profitable customer base for 30 years.

Our motto is Enterprise With Prudence And Integrity and we believe it is a simple concept. At Fiscal Agents, we are constantly delving into the complexities of new technology and information to make sure things remain simple for you and your clients. As a result, you can be assured of a professional and innovative environment in which to build your client base.

Options for you and your clients

To allow you to capture a greater percentage of your clients' investment dollar and provide broader investment advice and options, we provide a range of products and services to meet financial needs at different times in the investing life cycle.

Fiscal Agents Financial Services Group liaises with over 220 financial institutions to provide you with the widest selection of products and services available.

Support and data management systems so you can relax

At Fiscal Agents, all of our available support services take advantage of the newest in automated, on-line technology. We provide you with the means to statements on demand for your clients and distribute an informative investment newsletter. User-friendly investment planning software is also provided for your use.

We give you the tools to stay on top of daily product rates and information for GICs, RRSPs, Life Insurance and even Mortgages, via access to our proprietary Money:Guide™ on-line system. You will be provided with all the tools and support to simplify your efforts and increase your clients' confidence.

Competitive Compensation

Fiscal Agents will negotiate higher payouts for top producers. It is as simple as that.

We base your payout on total gross product sales placed thorough us instead of on individual product targets. We charge no desk fees but instead operate on a pay-per-use basis.

It is simple, yet effective and you can be confident you are getting a fair deal.

Being Independent and Independence

You generate the business, you chose the best products for your clients and you keep your client base - even if you leave us.

As a result, you know that your efforts will directly benefit you in both the short term and the long term.

Where to go from here

If this type of independent arrangement sounds like an opportunity that is too good to pass up, give us a call at (905) 844-7700, e-mail us or stop by our offices at 25 Lakeshore Road West in Oakville for a visit. We want to talk to you and would be happy to answer your questions and show you around.

Once we've gotten to know each other a bit better, it will be easier for both of us to decide if it is the right move.

(Fiscal Agents of Oakville is an Ontario based organization.)

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