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A Wealth Of Products & ServicesFor The Conservative Investor

Fiscal Agents IS Money Management Made Easy

Fiscal Agents LogoTHE 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.

THE MANAGER ACCOUNT SYSTEM OFFERS:

Comprehensive Records: 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.

HOW 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.


Manager Statement AccountYour statement can show you:

  • The maturity date of all certificates.
  • 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.

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.*

(*Some restrictions apply.)
HOW IT WORKS -
PART 2:
THE MANAGER YEARLY INTEREST INCOME PLANNER

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.

HOW IT WORKS -
PART 3:
THE MANAGER NETWORTH CALCULATOR

Manager Networth Calculator
Your 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. 

The "Operating 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 Centres.

THERE'S 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).

Money Management Newsletter

Interest Rate Monitor




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