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2003-2004
Golden Web Award
In recognition of
creativity, integrity and excellence on the Web.
Canadian Web Award
Very Canadian Friendly
Excellent Content
Highly Organized |
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Mutual
Fund Watch
 Find
the answers you're looking for in our newest section, designed
specifically for providing mutual fund information. |
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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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Looking for the best GIC
Deposit Rates? Check out:
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Looking for something
in particular?
Find it using our QuickNav
site navigation system. |
Eldercare PrimePlus is a new and innovative service offered
by Chartered Accounts to assist the near elderly maintain their lifestyle
and financial independence. The focus is to bring independent qualified
personnel and advice to pre- and post- retirement planning.
Many such areas need a higher level of assurance or comfort that a
CA's ability and reputation for objectivity and integrity will sustain.
From simple tax returns to ongoing money management and accounting
services, through to the complexities of estate planning and insurance
concepts - this new services is hard to beat! To help you understand
the ins and outs, use the links in the table at the right to read
the complete series of articles. |
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| For many people, the idea of investing
in conservative, dividend-paying stocks or mutual funds that specialize
in these types of securities is not one that immediately comes to
mind. While there are a number of reasons for this seeming lack of
interest, the recent bear market in equities now provides a unique
vantage point from which to judge how this asset class can perform.
And the good news is that despite diverse market conditions, the benefits
of investing in conservative, dividend-paying securities have stood
the test of time. |
| For a limited time, you can get
a special Real CashBack Investment Bonus
on all GIC investments over 3 years - Click
here or call for details. (905) 844-7700 |
Question: "Capital Class"
seems to be a new mutual fund investment term. What does it mean?
Answer: Investment fund managers have structured special mutual
funds with the option of moving from one fund to another without triggering
a capital gain tax liability. This provides a tax-efficiency otherwise
unavailable with non-RRSP accounts. In most cases, Capital class type
mutual funds are considered (under current tax rules) as 100% Canadian
content. However, some foreign ones - qualify within the classification,
thus world market exposure. |
| Provided for our Companion Advisor
newsletter section by Ellen Roseman, author of the personal
finance manual Money 101, is a list of seven simple
and effective methods to put more money in your pocket. |
| Facing up to the bills of 2003 can
be a paralyzing experience for some. In her book Confessions of a
Shopaholic, Sophie Kinsella’s character Rebecca Bloomwood tries
to make peace with her overspending-self. It does make for humorous
reading but the similarities to real life make it sadly tragic. After
25 years in financial services, I’m afraid I have run into more
than my fair share of real life shopaholics. |
| RRSP season is nearly here, so once
again we present the What
should you be saving for retirement? calculator, an automatic
version of the same worksheet crafted by financial writer Bruce Cohen
in the book The
Pension Puzzle. In a few short steps you can get an idea of
the benefits or shortcomings of your present financial planning course. |
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The 10 Principles
of Being Rich
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