Update: CRA announced on 3/28 that Bare Trusts are now exempt from trust reporting requirements for the 2023 tax year. Learn more here

Since 1977, Fiscal Agents Savings & Investments has provided a client-focused approach to personal investing. Our website provides information about our methods, as well as a place to check rates, use helpful tools, and download useful documents to help you make strong decisions in your personal finance journey.

25 Lakeshore Road W
Oakville, Ontario L6K 1C6

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Contact Fiscal Agents

Curious about what Fiscal Agents can do for your own unique financial situation? Why not contact us today.

We’re here to help. You can contact us via phone or e-mail, using the form provided below. We look forward to hearing from you!

Phone: 905-844-7700
Toll-Free (Ontario only): 1-866-434-7225
Fax: 905-844-8552

Fiscal Agents Savings & Investments
25 Lakeshore Rd. West
Oakville, Ontario
L6K 1C6

Open Hours
Mon    9 am – 5 pm
Tue    9 am – 5 pm
Wed    9 am – 5 pm
Thu    9 am – 5 pm
Fri    9 am – 5 pm

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About Fiscal Agents

With more than 45 years of industry experience and well over $2 billion of Guaranteed Investments (GICs) already placed, we're dedicated to helping you make the most of your money by offering personalized planning with no-fee access to savings and investment products from institutions throughout Canada. Our conservative approach provides income predictability, security of capital and guaranteed growth coupled with Bigger-Pay GIC investment returns and a unique reporting system that makes it easy to keep track of your money and its growth.

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