FISCAL AGENTS: Financial Services Group


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On the web with

Fiscalagents.com

Welcome aboard,

Fiscal Agents launched its web site in 1998. A modest effort at the onset, but with grand designs to deliver to you a comprehensive, easy to navigate and informative resource. Our experience through hundreds of conversations with clients helped design its creation. We're delighted to report that the site has garnered repeated Canadian and International web awards for its content and navigability.

We've created many useful booklets, worksheets and specialty calculators. Our most recent on-line calculator was collaboration with Bruce Cohen, author of the best seller "The Pension Puzzle" It was featured within personal finance articles in most national and regional newspapers. Over 17,000 people came to the site to use the gizmo.

Published on the site and free for downloading is a 36 page booklet entitled The Cornerstone Household Directory of Documents. This unique record-keeping tool is designed to allow you to document important information about you and your family. When completed, the information will be invaluable to you as well as those closest to you.

Fiscalagents.com is comprised of six major sections with the home page acting as notice board - featuring all the new stuff that is going on within the site. You have access to 35 powerful financial calculators and worksheets within the Financial Tools section. Some of the tools dynamically interact with the site's live interest rate data. The On-line edition of our newsletter features an 18-part library, housing over 200+ articles. It also provides an archive and investment product profile section.

If you would like a free subscription to the e-newsletter, provide us your e-mail address or go on-line to subscribe at www.fiscalagents.com/newsletter/

The Money Centre is just that - updated daily with more than just GIC deposit and mortgage loan information. With the financial markets at your fingertips - it's just as easy to lookup drug prescriptions fees, travel and term insurance quotations as it is to find a great rate on mortgages, RRSPs or GICs.

Within our ongoing commitment of providing you with the highest quality of financial services available, our new Mutual Fund Watch brings you priceless value. No matter what your needs are; education, research or simply looking for ways to save for a new home or retirement, the revamped data section provides timely details such as groupings of the current "winners and losers". Visitors to the site can also choose from any of the 36 fund categories and sort the grouping by year over year returns. The new service offers snapshots of the "Best or category or selection by asset class - Please remember If you feel you need help - Fiscal Agents financial service advisors are close at hand to help you save money, or simply make better investment decisions.

Throughout the site you'll find product information and market data readily available we've developed a just-a-click-away "Quick-Nav" feature, which brings a menu of information on the topic of choice.

Learning Centre provides 10 in-depth product modules that offer background information along with sound practical advice, worksheets and tools. We believe an informed investor is better equipped to navigate their way towards building a better financial future through our online educational resources and tools. The Estate section contains planning guides, estate creation and management tips. If you're in the mortgage market for the first time you'll not wish to miss out on the wealth of help the Mortgage learning section provides

On-line account activity Privacy and security of clients account information was of paramount consideration and importance when integrating web-based technologies to the site. Client's can access their investment holding statements and or transactions on a daily basis.

Fiscal Agents is a no-fee deposit broker, Mutual Fund dealership and Insurance agency. Please call us at 905-844-7700 and a Fiscal Agents advisor can help you with GIC placements and other financial services and details.

Yours truly

David Newman

Director of Information Services

Fiscal Agents Financial Services Group



Phone: (905) 844-7700
Toll-free: 1-866-4FISCAL
Fax: (905) 844-8552
mailroom@fiscalagents.com


Fiscal Agents honored with three design/content awards 2003/4





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