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2023 Personal Year-End Tax Tips

2023 Personal Year-End Tax Tips

by Financial Tech Tools | Dec 1, 2023 | 2023, Blog, individuals, tax

The end of 2023 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2023 personal tax tips:Investment...
Understanding Registered Education Savings Plans (RESPs) in Canada

Understanding Registered Education Savings Plans (RESPs) in Canada

by Financial Tech Tools | Sep 1, 2023 | 2023, Blog, Family, financial advice, Financial Planning, Registered Education Savings Plan

What is an RESP? A Registered Education Savings Plan (RESP) is a unique savings account available in Canada, designed to assist individuals, such as parents or guardians, in saving for a child’s post-secondary education. Notably, anyone can open an RESP for a...
Tax Tips You Need To Know Before Filing Your 2022 Taxes

Tax Tips You Need To Know Before Filing Your 2022 Taxes

by Financial Tech Tools | Apr 3, 2023 | 2023, Blog, disability, tax

Tax Tips You Need To Know Before Filing Your 2022 TaxesThis year’s tax deadline is May 1, 2023, as April 30 falls on a Sunday this year. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. In this article, we’ll provide you...
Federal Budget 2023 Highlights

Federal Budget 2023 Highlights

by Financial Tech Tools | Mar 29, 2023 | 2023, Blog, Business Owners, dental benefits, Family, Financial Planning, individuals

On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:New transfer options associated with Bill C-208 for intergenerational transfer.New rules for employee ownership trusts.Changes to how the...
TFSA versus RRSP – What you need to know to make the most of them in 2023

TFSA versus RRSP – What you need to know to make the most of them in 2023

by Financial Tech Tools | Feb 2, 2023 | 2023, Blog, RRSP, Tax Free Savings Account

When looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the distinctions, we will compare the following: The differences in...
2023 Financial Calendar

2023 Financial Calendar

by Financial Tech Tools | Jan 1, 2023 | 2023, Blog, Financial Planning, Retirement, RRSP, Tax Free Savings Account

Welcome to our 2023 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...

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  • 2023 Personal Year-End Tax Tips December 1, 2023
    Maximize your tax savings! Discover expert tips on investments, family deductions, retirement, and more in our latest article.
    Financial Tech Tools
  • Protecting Key Talent using Group Benefits November 1, 2023
    Discover the secrets to retaining your organization's most valuable employees and gaining a competitive edge in today's dynamic job market. Learn how group benefits play a crucial role in fostering a knowledgeable and engaged workforce. From comprehensive health coverage to career development opportunities, this article unveils the keys to a sustainable future. Don't miss out […]
    Financial Tech Tools
  • Understanding Target Loss Ratio and Your Group Benefits Plan October 3, 2023
    Unlock the mysteries of your group benefits plan! Discover how the target loss ratio (TLR) can influence your premiums and what it means for your company's future. Dive in now!
    Financial Tech Tools
  • Understanding Registered Education Savings Plans (RESPs) in Canada September 1, 2023
    Dive into the details of Registered Education Savings Plans (RESPs)! This guide covers how RESPs work, eligibility criteria, benefits, and government grants such as the Canada Education Savings Grant. Learn how to open an RESP and safeguard your child's educational future.
    Financial Tech Tools
  • Life Insurance after 60- is it necessary? August 1, 2023
    You may have had life insurance for as long as you can remember. You knew it was important to make sure that your family would be taken care of and be able to pay their bills if anything happened to you. But now that you’re over 60, your children are grown, and your mortgage is […]
    Financial Tech Tools

Latest posts

  • 2023 Personal Year-End Tax Tips

    2023 Personal Year-End Tax Tips

    December 1, 2023
  • Protecting Key Talent using Group Benefits

    Protecting Key Talent using Group Benefits

    November 1, 2023
  • Understanding Target Loss Ratio and Your Group Benefits Plan

    Understanding Target Loss Ratio and Your Group Benefits Plan

    October 3, 2023
  • Understanding Registered Education Savings Plans (RESPs) in Canada

    Understanding Registered Education Savings Plans (RESPs) in Canada

    September 1, 2023
  • Life Insurance after 60- is it necessary?

    Life Insurance after 60- is it necessary?

    August 1, 2023

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Contact Us

Safeguard Insurance & Financial Services
Gaston Lord, FIC, CSA, CFP
Financial Advisor
(905) 962-7797
g.lord@safeguard-ltd.com

1522 Main St E. Unit 1
Hamilton, ON
L8K 1E8

About Us

We work closely with families and business owners to help achieve their financial goals. Our goal is to provide you with comprehensive service, whatever your needs are, based on confidence and trust to build a solid relationship.

Creating legacies, building trust and solid relationships while providing comprehensive service that is in your best interest.

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