Gaston Lord, FIC, CSA, CFP
Gaston has been a professional financial planner for 20 years. Over those years, Gaston has strived to achieve the highest level of education in the field of financial planning and insurance such as Fraternal Insurance Counselor, and Certified Senior Advisor. Some of Gaston’s achievements include attaining the bench-mark designation of Certified Financial Planner, recognized as one of the premier certifications in the financial services industry and the only internationally recognized standard for financial planning. Within his career Gaston has been a part of an exclusive group of professional financial planners that is reserved for the top 3% of agents around the world.
Gaston is self-confident, super energetic and passionate about what he does. He has dedicated his career to help his clients achieve their financial goals. He takes great pride in being able to design personalized financial solutions to meet the needs of families and business owners to protect what is important.
Stacy has experience in sales and marketing and brings fresh new ideas to the table. In her career she has worked with both traditional and digital marketing she brings strategic flair and focuses on results. She strives on providing exceptional customer relations and effective communications. In her administrative duties she brings guidance and support to sales reps and upper management. She has a focus on business plans and goal achievements, in not only presenting but executing them. She is highly capable of at optimising time and resources to make her team successful. Stacy is not the typical administrative manager, she brings a lot to the team, strong coffee and strong ideas with plans to execute.
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.