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2002-2003
Golden Web Award
In recognition of
creativity, integrity and excellence on the Web.
Canadian Web Award
Very Canadian Friendly
Excellent Content
Highly Organized |
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As an authorized
distributor for ING Bank of Canada, Fiscal Agents of Oakville
can now offer clients the selection of high interest rate savings
accounts they provide.
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View
ING Section |
Savings Account
Rates |
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Looking for the best GIC
Deposit Rates? Check
out:
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 Fiscal
Agents, Oakville has revamped its Mutual
Fund Watch Historical data section by providing
pre-determined groupings of the “winners
and losers”. Visitors to the site can also choose from
any of the 36 fund categories, sort the grouping by year over year
returns and other various parameters. The new service offers snapshots
of the best of category or by asset performers. Individual fund company
data can be accessed by using the advanced
search tools.
By adding this new service to the already
comprehensive mutual fund information that’s located
in the Learning Centre, will help Canadians navigate their
way towards building a better financial future through our online
educational resources and tools.
Fiscal Agents is committed to providing its clients with the highest
quality of financial services available. The value that the new Mutual
Fund Watch brings to the conservative investor is priceless. No matter
what your needs are, education, research or simply looking for ways
to save for a new home or retirement – Fiscal Agents financial
service advisors are close at hand to help you save money or simply
make better investing decisions and pave your way to financial success. |
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It’s claimed to be one of the
fastest growing investment concepts to emerge in the last few years
is the area of Socially Responsible Investing (SRI) which some people
refer to as ethical investing. Recent studies show that this segment
of the investment market is growing at twice the rate of the total
investment market.
So, what is SRI? Simply put, it is the practice of incorporating a
person’s beliefs and values into their investment portfolio.
This can reflect someone’s wishes to exclude a particular industry
from their portfolio (eg. tobacco manufacturers or military contractors)
or to include only companies with excellent records on international
human rights (eg. sweat shops) or environmental impact.
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 Dear
Money Management Editor, In regards to Guaranteed Investment Certificates,
is there a standard policy regarding what happens upon death?
 Dear
Reader, The industry has a practice (not a standard) that most
institutions follow when dealing with the death of a GIC holder. Generally
speaking if the GIC is in a single name the executor of the estate
will have the option of having the GIC paid out in full, including
all of the accrued interest or re-registered in the name of the estate
or a beneficiary of the estate. If the GIC were re-registered, the
original terms and rate would remain intact. Similarly if the GIC
is in joint names the remaining joint owner could request a payout
of the principal and accrued interest or have the GIC re-registered
just in their name or possibly joint with someone else. Some institutions
may limit the payout or re-registration options based on their own
policies. There are also different documentation requirements depending
on the how the original GIC was registered. |
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| A new addition to our Money Management
Newsletter section on our website is "What the Papers Say",
a collection of links to prominent financial columnists in the leading
Ontario newspapers. |
Announcing our third contest for all
subscribers of our free monthly
Money Management Newsletter. We will be giving away a copy
of the latest personal finance guide from renowned columnist Ellen
Roseman, Money 101:
Every Canadian's Guide to Personal Finance.
Inside the pages of this book are essential strategies on numerous
areas of financial planning, including budget management, retirement
saving, insurance, child education saving, mortgages and much more.
Written and presented in an instantly-accesible manner for those uncomfortable
with the complexities of personal finance. |
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Looking for something
in particular?
Find it using our QuickNav
site navigation system. |
 For
over 25 years Fiscal Agents has been providing sound and practical
advice to Conservative Canadian investors. We are currently seeking
like minded professional Ontario based investment advisors, who are
committed to offering top draw balanced advice within a uniquely distinctive
marketing and advisory environment. Fiscal Agents has on many occasions
taken its own path in turbulent markets with a steadfast approach
to portfolio creation and a commitment towards our clients and advisors
- Enterprise, Prudence and Integrity has been our hallmark. |
| Our newest subsection of our Financial
Glossary is our Special Glossary of Abbreviations and Acronyms, a
great place to check if you're at a loss when presented one of the
hundreds of them that exist. |
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With the busy lives we lead today,
how many of us take the time to think about what we will leave
behind when we die? The reality is that most people give little
thought to bringing their personal and financial matters to
order until it is too late.
Now think of the difference that it could make to your family
if you could give this information to them ahead of time. With
the free Cornerstone®
Household Directory of Documents, you can do just that. |
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Hop aboard the red bus for an up-close
and personal online tour of our web site.
The Fiscal
Agents Site Tour is one of our newest additions, and
guides you through the various sections of the site, noting
special features and points of interest that you may not have
seen. Follow along as we provide a detailed introduction for
newcomers to FiscalAgents.com. |
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The 10 Principles
of Being Rich
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