Update: CRA announced on 3/28 that Bare Trusts are now exempt from trust reporting requirements for the 2023 tax year. Learn more here
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Oakville, Ontario L6K 1C6
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Category: Announcements

Introducing: The Fiscal Agents
Money Management Newsletter

January 22, 2024
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| Categories: Announcements, Newsletter
Introducing the Fiscal Agents - Money Management Newsletter

Get our best rates, recommended reads, free guides and more, directly in your inbox Introducing the Fiscal Agents Money Management Newsletter! For years, we've been delivering free, timely content to subscribers each month - including a snapshot of our top rates, interesting and timely news articles we think are of interest to our audience, as well as free-to-download publications and guides. Sound compelling? Here's a better idea of what you can expect every month: Subscribe today! Interested in giving our newsletter a try? Simply give us your name and email address in the form below. It's completely free, and you...

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Introducing: The Oakvillian FrugleFrogg

May 11, 2023
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| Categories: Announcements, FrugleFrogg
An army of FrugleFroggs

Now available for all new Fiscal Agents account holders As our offical mascot, the Oakvillian FrugleFrogg is our gift to you with the opening of a Fiscal Agents new client account (while supplies last). The Requirements: Set up a GIC or registered account deposit before December 2023 (or while supplies last). The Downside: None The Upside: As a client account holder with Fiscal Agents, you'll have access to our selection of Bigger-Pay GIC products, offering higher interest rates than the major Canadian banks and other leading institutions. Your new FrugleFrogg is supplied with a Birth Certificate, Adoption Papers, and a...

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Celebrating 45 years of business!

May 19, 2022
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Emblem designed to mark 45 years of business

This year marks a milestone for Fiscal Agents Savings and Investments — we're celebrating being Oakville's deposit broker for over 45 years of business. We have come so far over the years, and we know that none of this would have been possible without you, our clients. So, thank you! Whether you’re a new client or you've been with us for nearly a half-century, your journey has been ours as we've transformed to meet your ever-evolving needs - from your life stages, personal and professional transformations, to economic upturns and downturns. We’ve tried to provide counsel through events such as...

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We’ve moved, somewhat

March 24, 2022
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If you’ve passed by or visited our office in the past months, you may have noticed some activity happening around the building. Since December, we’ve been renovating and reducing our office footprint, and have relocated into the first two units of the same location – look for our new front door closest to the Kensington Retirement Residence. We’re happy to continue serving Oakville from our newly redesigned office, and invite you to visit it for yourself.

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Updated information about our current Covid-19 policies

March 24, 2022
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| Categories: Announcements

In response to the lessening of mandates and restrictions at the government level, Fiscal Agents remains committed to the safety of our clients and staff. While our office is now re-opened to the public, and that we certainly understand that a return to normal is something everyone wants, we do require that anyone entering our office continues to wear a protective mask at all times. We appreciate your understanding and we invite you to contact us if you have any questions.

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