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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25 Lakeshore Road W
Oakville, Ontario L6K 1C6

Testimonials and Feedback:
What people are saying about us

We’ve worked hard on providing Canadians with a useful source of good information, so that we can work together with you to better your own financial position. On this page, we’ve provided a selection of feedback we’ve received over time.

Feedback from the Canadian Press

We at Fiscal Agents are grateful to have been mentioned in prominent publications by some of the foremost writers in Canadian finance. Here are some excerpts:

“My all time favorite Web site, These guys really have their stuff together and they offer consumers a wide range of calculators (personal planners and worksheets) to help us sort out our money.”
Gail-Vaz-Oxlade, Personal finance columnist for Chatelaine’s Your Money section, quoted from her article Calculating your Options.
“if you want to know how much more you will earn with a higher-rate GIC or savings account you can go to fiscalagents.com and check out the GICs Rate and Return Calculator.”
Ellen Roseman, Personal Finance columnist for The Toronto Star, quoted in her article Getting better rates from smaller banks.
“This is one of the best websites I have seen for up-to-date, accurate, and unbiased financial information.”
Lynn Biscott, Editor of The Fernwood Report.
“It’s important for you or your financial advisor to test drive your RRSP to see if it’s going to take you where you want to go. A good place to start is the website of [investment] planning firm Fiscal Agents…”
Rob Carrick, Personal Finance columnist for the Report On Business section of the Globe And Mail and Globeadvisor.com
“The nice thing about Fiscal Agent’s site is it carries the most recent [interest] rates of all major financial institutions… [The website] is getting better all the time. It’s a handy place for advisors to visit… Holds a first rate question and answer section on registered plans”
Glenn Flanagan, Web Watch Columnist for the Investment Executive, Canada’s Newspaper for Financial Advisors.
 

Feedback from our site readers

Its great to hear from you, especially when it’s to let us know we’ve helped you out with making important decisions or provided some peace-of-mind. The following general comments on our site were extracted from feedback we’ve received from our readers.

“Thank you for having the information about “being an executor” online. It gives us a good start in knowing what to look for, and what to cancel. Just
knowing how to proceed helps us know whom to contact for help as we work our way through the process.”
K.Pearson, via e-mail
“You have a great site [RRIF Planning], very easy to navigate and very interesting and useful info. Thank you, I needed that!!”
Ruth Boychuk, via e-mail
“Very well laid out. Easy to navigate. A pleasure to use. A wealth of information”
Name withheld by request, via e-mail
“Chocked full of information with ease of use. Please continue to keep up the good work. My hat is off to your organization for the great effort put into the site.”
sumoboy98@, via e-mail
“Very well presented and informative. Yours is the first site I “hit” but I feel I need go no further. I am fairly well informed on fiscal matters and you have it all. Thank you…”
December@, via e-mail
“My purpose was to use the retirement planning tool based on the book which I had previously read and found very useful. However, I found a wealth of information on this site which I did not expect to find. I will be returning to the site in future for additional information, tips, rates, consumer info, etc.”
Name withheld by request, via e-mail
“The RRIF payout schedule was the most useful – hadn’t seen it anywhere else.”
june@, via e-mail