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.
Helping achieve your financial goals through financial planning
We provide strategies to help families to accumulate and protect your wealth.
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Jun 02, 2021
Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education.
May 04, 2021
You most likely do, but the more important question is, What kind? Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your adult life. Most people would agree that having financial safety nets in place is a good way to make sure that your loved ones will be taken care of when you pass away. Insurance can also help support your financial obligations and even take care of your estate liabilities.
Apr 22, 2021
On April 19, 2021, the Federal Government released their 2021 budget. Our article contains highlights of the various financial measures in this budget, divided into three different sections: • Business Highlights, including an extension to COVID-19 Emergency Business Supports, new programs to support job creation, and a change in interest deductibility limits. • Individual Highlights, including details on the tax treatment and repayment of personal COVID-19 benefits (such as CERB), eligibility changes to the Disability Tax Credit, an increase in OAS for those 75 and up, and support for job skills retraining. • Additional Highlights, including a proposed federal minimum wage of $15, changes to the GST New Housing Rebate conditions, and new or increased taxes in areas such as luxury goods, tobacco, and Canadian housing owned by non-resident foreign owners.
Apr 02, 2021
Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits and deductions to keep pace with these changes. Our article covers all of the following: • How to claim home office expenses • The new Canada Training Credit • Pandemic emergency funds • New digital news subscription tax credit
Gaston really took the time to get to know me and my family and what our actual needs were. Gaston’s advice driven client first approach and knowledge really helped our decision-making process easy and understandable. We felt great peace of mind knowing my new born daughter had a tailored life insurance policy that would give back to her in future and protect her for years to come. Gaston was even able to offer me solutions for life insurance even know I had medical issues in the pass the left me declined by insures in the market. I’d like to thank Gaston for taking the time to get my little one on the right track and providing us with all the information we needed to make the right choices!!!
We have been working with Gaston at Safeguard for 8 years now, and we’re so happy we picked this company. Gaston is always very quick at responding and is always there for support and provides the best advice. He always follows up on all the products we have with him, and is continually making sure we are with the right insurance companies and paying the best premiums. As well, he’s continually checking on our investments to ensure we are where we should be. He’s very personable and is there for you when you need him. We recommend Safeguard and Gaston to everyone!
Gaston Lord and Safeguard Insurance have been great to deal with. Gaston is always available when I need him. He always has his finger on the pulse when it comes to the markets. Gaston provides a high level of customer service and has always taken care of my family’s investments. Thanks to Safeguard, retirement is just around the corner.
It gives me great pleasure to write about Gaston Lord and Safeguard Insurance &Financial Services. When I decided to buy insurance for myself and family, I interviewed many people before I decided Gaston was the right choice. At the time Gaston was working for another company before he started his own. I found Gaston to be patient, very pleasant and answered all my questions thoroughly. He always took the time to call me back and visit me regularly or when I needed to see him. He is not like other agents who visits you once a year and tells you the market has gone down for everyone. The best thing is he treats my account like his account. He will call me and tell me, I suggest we reevaluate your account, the market is sliding, and he parks the money in a safer investment, until its time reach our goals again. That is tailored made investments to me. Gaston is like a great neighbour, he looks after your house when you’re not looking. Thanks for everything Gaston!
This is to confirm the excellent service recently provided by Gaston Lord. He is very knowledgeable and dedicated, as he was very understanding and responsive to my insurance requirements and satisfaction. He provided great options, recommendations and feedback. It is evident that he prides himself on putting the client first and I would not hesitate to recommend Mr. Lord. He truly understands his business and is adept when addressing client needs in a timely, attentive and professional manner.
Gaston proves time after time that he has my best interest in mind when dealing with my portfolio. It is nice and refreshing to have someone look out for you.
Working with Gaston gave us the chance to look outside the box and not only expand our business but also helping our business more profitable with happier employees. Thank you for all your work in developing the right concepts and strategies for us.
Gaston really does have a friendly service-oriented approach to business, and clearly enjoys helping his clients focus on investment and insurance products that fit their specific needs and budget. As a long-time client of Gaston’s, he has provided options on a number of products, simplified complicated processes and explained documentation in an easy to understand format for my investment and insurance packages. He made himself available to answer any questions I had. And was always happy to meet and advise on investment choices, portfolio updating and review of my policies on a regular basis. Thanks Gaston!
I have known Gaston for a few years and would recommend him to anyone to get the best and most honest service. Gaston is a gentleman and a true asset to his industry.
Gaston has been a very good advisor; I trust him with my assets. He is very easy to deal with. He is a very honest guy. I recommend you get in touch with him today.