Featured content, informative tips, interviews and more.
Welcome to our video gallery, where you’ll find all of our media content produced for the Fiscal Agents website. If you’re looking for a video clip you watched before on our pages, you’ll find it below, as well as playlists and individual clips on varying topics that might interest you.
Videos about website content
This playlist contains videos explaining the uses and features of our downloadable publications, available for free from the publications page on our website.
Author and consumer advocate Linda Leatherdale, former Money Editor – The Toronto Sun and Sun Media Group newspapers, sits down with Fiscal Agents Savings and Investments principal director David Newman to discuss how to navigate the hurdles of estate planning, and how to effectively prepare for this potentially difficult time.
Introducing the Cornerstone Directory of Documents – a free downloadable publication from Fiscal Agents. This document provides a place to keep all of your records and personal information in one secure location.
Talking with Linda Leatherdale – An 8-Part Series
Author and consumer advocate Linda Leatherdale visits the office of Fiscal Agents in Oakville, Ontario, to speak with principal director David Newman, about how the company has served our clients and the public for over 40 years.
Author and consumer advocate Linda Leatherdale visits the office of Fiscal Agents in Oakville, Ontario, to speak with principal director David Newman, about how the company has served our clients and the public for over 40 years.
Linda and David discuss how Fiscal Agents has been a trusted source for monitoring and cataloging deposit rates for the public for several decades.
In this segment, Linda and David discuss Fiscal Agents history in consumer advocacy – from marshaling public support through news media channels for increasing CDIC deposit insurance limits up to $100,000,00 to campaigning towards the development of the tax-free savings account.
David demonstrates to Linda the benefits or our in-house developed MoneyGuide Deposit Tracker – a client portfolio statement designed to be thorough, straightforward and engaging, providing clarity and confidence to our clients.
Linda and David discuss Estate Planning, and what tools Fiscal Agents provides freely to clients, the public and industry professionals, for better understanding and effectively navigating through this potentially difficult time.
Linda speaks with David about the Fiscal Agents original publication “The Ten Principals of Being Rich”, freely available on the Fiscal Agents website, guiding through the financial journey of three fictional individuals with unique walks in life, packed with tips and suggestions anyone can benefit from.
Linda and David talk about the role of the RDBA, the self-regulating Professional Standards organization, which operates with Canadian deposit brokers as well as financial institutions to provide industry standards and practices, as well as being an advocate for the public, and his personal involvement with its conception and development.
Linda asks David his advice regarding the current financial landscape in these unprecedented times, and the conversation develops into how Fiscal Agents provides the peace of mind that comes with making more informed decisions.
In this final segment, Linda and David review free publications for download on FiscalAgents.com – from estate planning guides, personal information organizers and more.
