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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.
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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. |
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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. |
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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. |
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Retirement Planning |
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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. |
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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. |
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Insurance Products - Fiscal Agents Ins Ltd. |
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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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Client services |
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