FISCAL AGENTS: Financial Services Group


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Establishing a financial plan that meets all of your individual needs can be a difficult and daunting task. Whether you are a first time amateur investor or a proven professional, Fiscal Agents time-tested collection of financial products and services will set you on the track to a better financial future.

As with building a house, a strong foundation is integral to constructing a sound financial plan. Fiscal Agents concept of Cornerstone ® Planning provides that necessary base. It starts by determining what money means to you and works to help you understand and set goals for your financial future and develop your investment objectives. It assesses your needs for the present and the future and allows you to comfortably plan a strategy for financial independence. Investigate the concepts of risk and reward and learn how they impact your investment decisions.

Once you have determined the path and direction of your financial plan, the task of choosing suitable investment instruments begins. With the landscape of the financial sector changing constantly, it can be hard to understand the options available to investors today. Guaranteed Investment Certificates and Mutual Funds are two of the more popular portfolio choices. Learn more about what they are, the various types offered and who should be investing in them. In our GIC section, obtain the most up to date interest rate information for various investment instruments.

Fiscal Agents understands that keeping track of your portfolio can be a challenging task. Money Management Made Easy ® is designed to allow you to keep clear and concise records of your investments through The Manager Statement Account System. A comprehensive list of the products and services available from Canada's leading banks, trusts, insurance companies and investment funds is also available.

Those who have experienced beneficial results from their portfolio or have amassed a sizable nest-egg should understand the difference that a proper wealth management program can make. Depending on the level of personal involvement you choose, wealth management programs relieve you of the responsibility of handling the daily duties involved in managing your accumulated wealth.

Retirement is a major step in life that requires a considerable amount of pre-planning. Our Retirement Planning section is packed with helpful information on the steps to take in the present to ensure a comfortable future. Learn more about saving and spending while discovering the benefits of managing risk.

Be sure to take a look at the Insurance Products and Looking for a Mortgage sections for information on how to plan for and protect the future of you and your family.

Cornerstone ® Planning
The Cornerstone Planning Concept starts by understanding what money means to you, understanding what your goals are, assessing your needs, and helping you comfortably plan a wise financial strategy for financial independence.
Wealth Management Programs
are becoming more common place, designed to handle the special responsibilities of planning and administering Wills and Estate, and managing mutual fund, GIC, CSB investments. These programs fall into 3 distinct types depending on the amount of involvement you wish to exert.
Money Management Made Easy ®
You can now keep clear and concise records including GICs and investments funds. With the Manager Statements Account System clients receive information and advice on the best services and products of Canada's leading banks, trust and insurance companies and investment funds.
Retirement Planning
Guaranteed Investment Certificates
are no longer just plan vanilla! We help you to decide between the different many types of GICs, GIAs, Term Deposits as you will see in this section. Our Product research provides our front-line sales representatives a clear overview of all that's on offer within the marketplace, Interest rate monitoring also bring to the forefront the best possible interest {Bonus} rates on your GICs or the lowest on a mortgage.
Mutual Funds
are simply a pool of savings contributed by many investors and invested on their behalf by a professional money manager. Mutual funds offer easy and affordable diversification among different asset classes, and sectors and industries and across geographical boundaries. We explain who should consider investing and describe the types of funds available.
Insurance Products - Fiscal Agents Ins Ltd.
Looking for a mortgage
Many Canadians are making ill-informed choices when it come to choosing a mortgage lender, Rate sometimes is less important, when all the lenders are showing the same percentage. The smart buyer can learn how to cut through the maze of mortgage options and features. Using this Mortgage Comparison section will give you a head start.
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