After Many years of working hard and prudent saving, it's likely that you've accumulated a significant nest-egg along with your RRSPs and other family investments.

However, the complex investment decisions you need make today, are a far cry from those years back. It's taking more time and effort to manage even a simple portfolio that may only include mutual funds, GICs, CSBs. If you find you don't have the time to constantly manage your investment portfolio, or prefer to just let someone else handle the day-to-day decisions necessary to maintain your life-style whilst providing a steady income.

Today's Wealth Management Programs are becoming more common place, designed to handle the special responsibilities of planning and administering Wills and Estate, and managing investments. These programs fall into 3 distinct types depending on the amount of involvement you wish to exert.

• You may wish to make all the investment decisions yourself, but don't want to deal with the paperwork involved.
• As a second option you could have your portfolio managed by the Investment Management company's highly specialized staff, who would listen to your needs and then design a plan that meet with your objectives, the level of risk you are comfortable with.
• The third and most often used option, frees you from keeping and managing the dividends payment, income receipts and other securities safekeeping and settlement events. The payment of bills such as taxes, pre-arranged expenses like condominium fees, etc. are normally included. This special service leaves you, and after many of working with you financial advisor planner in total control of your investment decisions.

Fiscal Agents, regardless of your investment needs, and have investment assets over $200,000. Are helping clients design truly personalized Wealth Management programs, utilizing the expertise of the many dedicated investment managers, administration and tax specialists. Fiscal Agents have a sophisticated network of professionals in Tax preparation, Will & Estate planning, investment management along with the wealth management programs - provide a safe haven for your investments, peace of mind and the time to enjoy life that little bit more.

Please call for your own personalized Wealth Management Program information folder.