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Financial Advice
Rob Whipp
Martin Kosterman
Ron Collum

Martin Kosterman

Fiscal Agents
Savings & Investment Centre

25 Lakeshore Road West
Oakville, Ontario
L6K 1C6

Phone:...(905) 844-7700
Fax: . .. .(905) 844-8552


An Introduction...
  • Martin has 28 years of experience in the financial services industry
  • Martin specializes in retirement planning and investment management
  • Martin has been providing financial advisor services with Fiscal Agents for 21 years.
Dedication & Commitment

Martin attended the University of Guelph where he majored in Drama and English. A life long resident of Oakville, he now lives in Burlington with his wife Elizabeth and their three children.

He entered the financial services industry in 1979 with The Great West Life Assurance Company. In 1987, he accepted a position with Fiscal Agents to look after the retirement planning needs of their clients. Martin specializes in retirement income, tax effective wealth creation and management strategies and estate planning.

As a well-respected financial advisor, Martin's opinions on financial, insurance and investment matters have appeared in The Financial Post, Toronto Star, and The Globe & Mail. Good Age Magazine, the Oakville Beaver and it's sister publication Forever Young (Today's Senior) have also featured his writing and he has appeared on television as a guest on "The Best Is Yet to Come".

Martin is currently working on his accreditation as a Certified Financial Planner. Community involvement revolves around The Knights of Columbus. In addition, he participates in local community and church activities.

Martin on
For a selection of Martin's written articles he has contributed to this or other websites, use the link below to view a Google-produced list. Also provided are articles where Martin is referenced.

Articles written by Martin appearing on
Think globally, and reap your rewards locally - Jonathan Chevreau, Financial Post - 2/12/2007

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