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Article reproduced from The Oakville Beaver, Wednesday, February 28, 2001

Financial planning website for one-stop information

By Don Wall

Fiscal Agents Financial Services Group has raised the bar to new heights in the financial-planning, information and analysis business with the launch of its huge new web site at

Photo by Erin Riley

David Newman, Martin Kosterman and Rob Whipp of Fiscal Agents: new website something special

Years in the making, the breadth and depth of the site is extraordinary, with glossaries, data, articles, advice, interactive programs and links available for investors of all levels of experience, for investment professionals, for the media - indeed, for everyone.

Fiscal Agents, with a storefront Savings and Investment-planning office on Lakeshore Road - the research division is located right out back - has been a titan of the financial-information business for 24 years. The new web package supplants the former Fiscal Agents web site, which has served, according to Fiscal Agents co-founder David Newman, as a "silent salesman" for the business.

That silence has been replaced by an orchestral fanfare.

"We didn't want to grow, we wanted to arrive," explains Newman, the architect of the site and its project manager. He holds the title of Director of Information Services for Fiscal Agents.

"It certainly exposes the depth of facilities that we have to offer to the investor," says Newman. "In most cases a firm only has a few methods to display its wares, a couple of catalogues and a brochure -there's always stuff you can't get in.

"But when you have a web site, everything can be put in. In the sense that we have always tried to be an educator, it has given us a great opportunity to provide over and beyond the normal corporate literature that talks about financial products. We have been able to explain them and use the interactiveness of the electronic medium."

One of the most impressive aspects of the site is that, while groundbreaking in its magnitude, is simply an extension of the existing day-to day-operations of the company. Take a look at the home page of - it directs the visitor to rates tables, downloadable brochures, newsletter articles, the Knowledge Bank, lifestyle features (one new report carries the headline "Free-for-all -the Internet goes bust"), a massive RRSP section, mortgage information ... the site literally goes on and on, for close to 3,000 pages. There is also a fun component, reflecting Newman's whimsical side, with cartoons, interactive programs and quotes of the day.

The medium may be new, but the services promoted have been available to Fiscal Agents customer for years.

According to Newman, Fiscal Agents has always been about three operating principles: service, content and access. The web site is the logical extension of existing services.


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