Clik here to view.
Introducing the Fiscal Agents bulletin board
Welcome to our new bulletin board, for latest news and announcements! Here we’ll be posting any information that is timely so you can be aware of any current happenings or important updated information...
View ArticleUpdated information about our current Covid-19 policies
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...
View ArticleClik here to view.
We’ve moved, somewhat
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,...
View ArticleClik here to view.
Celebrating 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...
View ArticleClik here to view.
Introducing: The Oakvillian FrugleFrogg
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...
View ArticleClik here to view.
All about our free Estate and Planning Organizer – Household Directory of...
A big title for an invaluable publication! Do you have concerns about the state of your personal financial record keeping? Why not invest some time in some peace of mind, with our free-to-download,...
View ArticleClik here to view.
Introducing: The Fiscal AgentsMoney 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...
View ArticleUpdated: Warning on CRA reporting requirements for Joint Accounts and...
Update for March 28, 2024: The Canada Revenue Agency (CRA) has announced that Bare Trusts are now exempt from trust reporting requirements for the 2023 tax year – more info follows. To paraphrase the...
View ArticleNavigating High Rates: Investing for the Long Term
Investors face unique challenges and opportunities in the current financial landscape. Many have focused on high interest-savings accounts and shorter-term investments due to the current inverted yield...
View Article
