Wealth Of Products & ServicesFor
The Conservative Investor
Agents IS Money Management Made Easy
|THE MANAGER |
STATEMENT ACCOUNT SYSTEM ®
|YOUR PERSONAL FINANCIAL PICTURE|
The Manager is a complete set
of financial records designed to make your financial picture as
clear to you as it is to your accountant.
ACCOUNT SYSTEM OFFERS:
Your complete personal financial information is recorded on a few
pages for easy, convenient reference.
Regular Updates: Every
time a new investment is made through Fiscal Agents, your Manager
Statement is automatically updated, to keep you informed.
Complete Control: The
manager puts you in control. You'll be able to project your future
income requirements with ease. And with the help of Fiscal Agents,
you'll be better able to arrange your portfolio to meet those projections.
IT WORKS -
PART 1: THE MANAGER STATEMENT ACCOUNT
The particulars of your GICs, RRSPs, RRIFs, LIFs, fixed term
deposits, and other investments are organized and
updated in an easy-to-read format - usually on one page.
statement can show you:
- The maturity date of all
- The maturity of your term
investments by year.
- The current market values
of your investments and their book values to reflect changes.
- When and from where interest
and investment income is due to you for the next five years.
In addition, the Update section
on the back allows for any changes to your portfolio to be made
quickly and easily.
(*Some restrictions apply.)
Fiscal Agents can update your accounts in minutes, whenever you
wish. In fact, every time you want an update, the Manager Statement
Account can calculate the market value of your investments and total
gains and interest income.*
IT WORKS -
PART 2: THE MANAGER YEARLY INTEREST
Your Yearly Interest income
Planner is an at-a-glance planning page that allows you to record
your fixed income deposits and to detail your monthly cashflow, noting
whether it is by direct deposit or cheque.
Also, on the same page, your
annual investment income can be easily calculated for reconciliation
with your T-5 slips at tax time.
IT WORKS -
PART 3: THE MANAGER NETWORTH CALCULATOR
personal Networth Calculator arranges all of your financial information
on a single page, clearly and logically, from pension income and
life insurance to a catalogue of assets and liabilities.
Statement" portion of the Networth Calculator includes
all of your expected take-home income and committed expenditures.
With up-to-date information
of your financial situation, The Networth Calculator will prove
invaluable for making long term financial planning decisions.
The Manager Statement Account
System ® is truly Money Management Made Easy ®.
It is designed for the active investor, to ensure that his/her financial
picture is perfectly clear.
It is also ideal for retirees,
church and religious organizations, condominium corporations, professionals,
charities, small business, investment clubs and all those who wish
to save for the future.
Your Manager Statement Account
System is available exclusively from Fiscal Agents Savings and Investment
A GOOD DEAL MORE FOR MANAGER CLIENTS
|Part of our Manager
package includes the Money Management Newsletter, which you
will receive on a periodic basis. It's designed to keep you
abreast of the latest news in the financial market, and help
you make informed investment choices.
In addition, we send
you our exclusive The Best of the Best - Interest Rates Monitor
and the Fund Monitor, surveys of the best rates and returns
available on the major money products (including mortgages).