Publications Archives - Fiscal Agents - Savings and Investments - Oakville, Ontario's place for client-focused investment services since 1977

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.

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The Importance of an Estate and Planning Organizer: A Lifeline for Your Loved Ones

July 2, 2024

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Introducing our Fiscal Agents produced publication: The Estate and Planning Organizer 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, all-in-one, interactive journal for your most important records. Planning for the future is essential, and a comprehensive tool like our Estate and Planning Organizer can be a vital tool in ensuring that your affairs are in order. This guide can be invaluable to you, your family members, loved ones, and the executors of your estate. Here's why this organizer is so crucial and...

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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