FISCAL AGENTS: Financial Services Group

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Click on the links in the table to read about how Fiscal Agents can assist you in this type of investing.

Mutual Funds

Please contact us at:
Fiscal Agents
Financial Services Group

P.O. Box 5000
Oakville, Ontario
Canada L6J 5C7

25 Lakeshore Road West
Oakville, Ontario
Canada L6K 1C6

Phone: (905) 844-7700
Toll-free: 1-866-4FISCAL
Fax: (905) 844-8552

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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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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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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Mutual Funds.

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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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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Education Savings Plans.

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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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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