Click
on the links in the table to read about how Fiscal
Agents can assist you in this type of investing.
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Insurance
At Fiscal Agents Insurance Ltd. we have the resources to help you find
the insurance coverage to suit your needs. Through WinQuote™ and
LifeGuide®, our premier insurance rates software, we can show you
how to get the best value and coverage while protecting you and your family
from the unexpected. We can locate the best rates for you from the numerous
insurance companies in the industry today and take the time to explain
the benefits and drawbacks of both term and permanent insurance. Finally,
when we have answered all of your questions and have found the perfect
plan for you, we will handle the paperwork involved with setting up your
policy and get you on your way to a secure future.
- All
inclusive rate quotations
- Group
benefit plans
- Critical
illness coverage
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Use
our handy navigation tool to browse pages on
Insurance.
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GICs
With so many incarnations of Guaranteed Investment Certificates (GICs)
available today, customers are demanding current and up to date information.
We can provide you with the best GIC interest rates through our interest
rate monitoring system. Since we are not bound by any particular financial
institution, we have your best interests at heart and can work with you
to find the investment that suits you. We have a broad range of GICs available
to us to meet and fill any investment objective and as such, we can place
your money in the appropriate investment and complete any paperwork that
is required. If you are unable to deliver your investment funds to us,
we can send a bonded courier to you - all in the name of convenience.
We believe that making investments should be a virtually painless process
and we work hard to ensure that it is.
- No-fee
GIC placement service
- Maturity
management
- GIC
portfolios
- RRSPs,
In-Trust accounts
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Use
our handy navigation tool to browse pages on
GICs.
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Mutual
Funds
Mutual
Funds can play an important role in any financial plan. Along with other
investments, mutual funds form the basis, or the cornerstone, of a strong
financial blueprint. We refer to this blueprint as Cornerstone Planning.
Through the Cornerstone Planning process, we can provide you with a wide
range of Mutual Funds to satisfy virtually any investment objective. It
is our job to help you understand how allocating different assets can
interact to build a solid portfolio. We will help you understand the importance
of diversification in your portfolio to maintain a balance between your
various investments. We work with you to ensure that your investments
are working to build a more powerful portfolio.
We provide
our clients with the latest and most up-to-date news and information on
developments in the mutual fund industry and remain current on the numerous
mutual funds available on the market today. We take the time to illustrate
how the various funds across the mutual fund spectrum can be combined
to provide added strength to a diverse portfolio. We show our clients
how to build a strong financial plan - from the cornerstone up.
- Cornerstone
Planning model
- Personal
wealth management services
- Custom
investment planning
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Use
our handy navigation tool to browse pages on
Mutual Funds.
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Mortgages
Buying a home is an
important decision. We can help to take away some of the confusion. When
choosing a mortgage lender, we can assist you in finding the best rate
through our continuous rate monitoring system however, it often goes far
beyond rates alone. With the mortgage market being at such a competitive
stage, we can help you dig deeper to discover what to look for when many
mortgage lenders are offering the same rates. We understand that the features
and benefits of a mortgage can often be more important than securing a
low mortgage rate and can help you wade through the maze of options to
find the mortgage that is suitable to your unique situation.
When you reach the point where you are ready to apply for your mortgage,
consider using an independent mortgage broker.
- Mortgage
pre-approval
- Mortgage
calculators
- Paydown
options
- Mortgage
insurance
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Use
our handy navigation tool to browse pages on
Mortgages.
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RESPs
With the continuous increase in education-related expenses over the past few years, saving for a child's post-secondary education can seem like a lofty goal. Let Fiscal Agents help you bring that goal into reach with a Registered Education Savings Plan (RESP). We will take the time to answer your questions and will provide you with a clear picture of what an RESP is and how it can work for you. We can explain the ins and outs of this type of investment and help you determine how much you will need to save in order to provide for your child's college or university education.
| Let us help you to explore the tax implications of investing in an RESP and we will work together to get you on the road to future success for you and your family.
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Use
our handy navigation tool to browse pages on
Education Savings Plans.
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RRIFs
At Fiscal Agents, we can show you how to utilize RRIFs to preserve your
RRSP funds in a tax sheltered environment and explain the benefits and
drawbacks in comparison to other retirement investment options.
We can work with you to place your RRSP funds in a RRIF plan that suits
your unique situation. We can provide the best rates and review your investment
options with you in addition to setting up a RRIF withdrawal schedule
that is designed around your needs. We can work together to help make
the transition to retirement as smooth as possible.
- Maximizing
RRIF income
- RRIF
options
- Retirement
income planning
- Spousal
planning
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Use
our handy navigation tool to browse pages on
RRIFs.
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RRSPs
At Fiscal Agents, we can help you reach your retirement goal. From reviewing
the numerous RRSP-eligible investments with you to placing your funds
to transferring an existing RRSP, we are a one stop RRSP shop. We will
take the time to answer any questions you may have and introduce you to
ways to maximize your future retirement income. We can provide you with
the best rates on Guaranteed Investment Certificates and other retirement
options. If your existing RRSP is nearing maturity, we will work with
you to develop your financial plan to extend through your retirement years
and can transfer your RRSP funds to a post-retirement investment vehicle.
- RRSP
planning calculators
- Cornerstone
Planning model mix
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Use
our handy navigation tool to browse pages on
RRSPs.
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