Why Choose Us!
We've been creating legacies since the year 2000. Unlike your automobile insurance carrier or financial institution, investments and life/living benefits insurance are not just a sideline for us. We work with many highly rated investment and insurance companies so you have choice. We believe in providing you with products and advice that offer high value. Our services are available both in French and English.
Training and continuing education are very important to us. We continue to build our breath of skills that range from business/retirement planning to marriage preparation. Our goal is to provide you with comprehensive service, whatever your needs are, based on confidence and trust to build a solid relationship.
Assistance And Guidance
IN TIMES OF LOSS
We are dedicated to helping clients and their families. Should a loss occur, call us, and rest assured that you won't reach one stranger after another at a call center. We understand that when the unexpected happens, it affects us both emotionally and financially. Working with Safeguard Insurance & Financial Services Ltd means coverage and support for your everyday and particularly during difficult times. We offer the following services for our clients NO COST:
- We can contact family members and inform them of the passing of a loved one.
- We can assist in going through the deceased's paperwork to find important documents.
- We will assist in the funeral arrangements in the event of death of a family member.
- We can notify lawyer(s), accountants and/or other requested professionals that a death has occurred.
- We will help make life insurance claims through group insurance, individual insurance and CPP death benefits.
- We can advise family members or appointed trustee concerning financial matters.
- We can assist the executor streamline the process.
Meet The Team
GASTON G. LORD FIC, CSA, CFP
Gaston has been a professional financial planner since October 2000. Over the past 13 years, has continued education, attaining a series of professional designations including Fraternal Insurance Counselor (FIC) and Certified Senior Advisor (CSA). In 2009 Gaston achieved the bench-mark designation of Certified Financial Planner (CFP) recognized as one of the premier certifications in the financial services industry and the only internationally recognized standard for financial planning.
Gaston has achieved the "Million Dollar Round Table" (a professional association reserved for the top 3 % of agents around the world) in 2005 and 2007. In 2006 he achieved Supreme Knights Club ranking 65th out of 1400 agents.
Gaston is bilingual speaking French and English. He takes great personal satisfaction in being able to design personalized financial solutions to meet the needs of families and business owners to protect what is important to them.
Andrew D. Treco
After completing a two year diploma in Business- Marketing Andrew went on to take another 2 year post grad program in Wealth Management & Financial Planning. In his second semester Andrew was awarded the Mohawk College – RBC Ambassador Position, where he successfully completed his Account Manager Training Program and continued to work while completing his education. Upon graduation he realised his passion for insurance and decided to specialize in risk management with RBC Insurance. One year later he was quickly recruited by Freedom 55 Financial where he finished in the top 10 new advisors in the country.
Over the next couple years Andrew continued to build his practice and developed a strong connection in his community, volunteering and fundraising with a number of different organizations. Andrew currently works with the Carpenter Hospice in Burlington, the Ronald McDonald House Hamilton and the Hamilton Health Science Foundation and plans to focus his practice on Legacy and Gift Planning in the years to come.
Looking to offer "Holistic" planning to help clients achieve their financial goals and dreams, Andrew recently joined Safeguard Insurance & Financial Serves Ltd, where he looks forward to being able to access risk management, investment and banking products in one firm. Andrew is committed to bringing simplicity to financial planning, helping clients understand their options and offering the best products and services in the market place.