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As an authorized distributor for ING
Bank of Canada, Fiscal Agents 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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The
Money Management Bulletin
Investor
feedback offers guidance for new products and services |
One of the core principles of the Cornerstone Planning
model of investment that Fiscal Agents has espoused for over 30 years is that
investors should periodically re-evaluate their financial plan in the context
of a regular review of their long-term goals and values. Are circumstances different?
Have goals changed over the years? Am I still on the right path?
Fiscal Agents took a dose of its own medicine recently. FA principals David Newman
and Rob Whipp figured it was time to undertake a thorough study of the company's
business practices to ensure they continue to meet the needs of its clients. And
so these stakeholders in the process were consulted and surveyed; their views
were solicited on the services that are currently provided and they were asked
how Fiscal Agents could serve them better. |
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By Linda
Leatherdale
American
Express pays clients to close accounts -
Will other credit card firms do the same? |
Here's a surefire sign our economic woes are getting
worse: Amid a growing credit crunch that's crippling the world's financial system
pushing bankruptcies and loan defaults ever higher, American Express is offering
its U.S. clients US$300 to pay off their balances and close out their accounts.
A spokesperson for American Express Canada said no similar buyout plan is being
considered in Canada, where credit card delinquency rates are on rise, but nowhere
the level of the United States. |
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The
Money Management Bulletin
2008
RRIF relief for retirees in Economic Statement |
| In late November 2008 the Finance Minister announced
a proposal to provide temporary relief to Canadian seniors holding Registered
Retirement Income Funds (RRIFs) that may be affected by the recent global financial
market turbulence. The government proposes to reduce the required minimum withdrawal
amount for RRIFs by 25 per cent for 2008. |
| Presenting our latest revision of
one of our most popular calculators - the Mortgage Amortization Schedule
Generator. While maintaining all of the various features that made
older versions great, we've now added the ability to select from existing
available rates (using live data from our rate tables), creation of
Interest Only schedules, a streamlined interface and more. |
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Products
& Services
The Cornerstone
of Financial Independence is not a privilege of the rich... It's a plan of the
wise...® |
| The concept of Cornerstone® Planning
stems from the simple "plan of the wise" statement above. By following
the process that we have put together, you will have the benefit of the collective
investment wisdom which we have acquired over our 20-plus years in this business.
We have been through both bull and bear markets, as well as periods of high and
low interest rates. Why not benefit from our learned wisdom now rather than make
costly mistakes as a result of investment inexperience? |
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