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2024 Year-End Tax Tips and Strategies for Business Owners

2024 Year-End Tax Tips and Strategies for Business Owners

by Financial Tech Tools | Dec 5, 2024 | 2024, Blog, Business Owners, Financial Planning, tax

As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
2024 Personal Year End Tax Tips

2024 Personal Year End Tax Tips

by Financial Tech Tools | Dec 3, 2024 | 2024, Blog, Financial Planning, individuals, tax

The end of 2024 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 2024 personal tax tips:Investment...
Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

by Financial Tech Tools | Apr 22, 2024 | 2024, Blog, Business Owners, Family, financial advice, Financial Planning, individuals, investment, retirees, Retirement

With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
Tax tips to know before filing your 2023 income tax

Tax tips to know before filing your 2023 income tax

by Financial Tech Tools | Apr 2, 2024 | 2024, Blog, corporate, Family, financial advice, Financial Planning, tax

This year’s tax deadline is April 30, 2024. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. We’ve separated this article into 2 sections: What’s new for 2023Individuals and FamiliesWhat’s New for 2023Advanced Canada...
Ontario’s 2024 Budget Highlights

Ontario’s 2024 Budget Highlights

by Financial Tech Tools | Mar 27, 2024 | 2024, Blog, Ontario Only, tax

On March 26, 2024, the Ontario Minister of Finance announced the province’s 2024 budget. This article highlights the most important things you need to know about this budget, broken into 2 sections:Personal Tax ChangesBusiness Tax ChangesPersonal tax changesThere are...
TFSA vs RRSP – 2024

TFSA vs RRSP – 2024

by Financial Tech Tools | Feb 1, 2024 | 2024, Blog, Business Owners, estate planning, Family, financial advice, Financial Planning, individuals, investment, personal finances, Professionals, Retirement, RRSP, Tax Free Savings Account

Tax-Free Savings Account vs Registered Retirement Savings PlanWhen 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...
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  • 2026 Financial Calendar December 31, 2025
    Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key financial milestones, including tax deadlines, benefit payment schedules, and contribution opportunities, to help you stay organized and on track. Whether you're planning for tax season, reviewing your investments, or ensuring timely payments, this calendar […]
    Financial Tech Tools
  • 2025 Year-End Tax Tips and Strategies for Business Owners December 2, 2025
    As 2025 wraps up, it’s time for business owners to focus on smart year-end tax strategies. Learn how to manage cash flow, balance salary and dividends, and take advantage of deductions and credits before December 31.
    Financial Tech Tools
  • 2025 Personal Year End Tax Tips December 1, 2025
    The end of 2025 is the perfect time to get organized and take advantage of key tax-saving opportunities. From RRSPs and TFSAs to family credits and student benefits, these practical year-end tips can help you save money and prepare for tax season with confidence.
    Financial Tech Tools
  • 2025 Federal Budget Highlights November 5, 2025
    The 2025 Federal Budget focuses on stability and long-term growth, with no new broad tax increases. Key updates include GST relief for first-time home buyers, new credits for caregivers, and expanded incentives for clean-tech and manufacturing investment. The budget also clarifies how the 21-year rule applies to trusts and delays the new bare-trust reporting requirements […]
    Financial Tech Tools
  • 2025 Federal Budget Highlights November 5, 2025
    The 2025 Federal Budget focuses on stability and long-term growth, with no new broad tax increases. Key updates include GST relief for first-time home buyers, new credits for caregivers, and expanded incentives for clean-tech and manufacturing investment. The budget also clarifies how the 21-year rule applies to trusts and delays the new bare-trust reporting requirements […]
    Financial Tech Tools

Latest posts

  • 2026 Financial Calendar

    2026 Financial Calendar

    December 31, 2025
  • 2025 Year-End Tax Tips and Strategies for Business Owners

    2025 Year-End Tax Tips and Strategies for Business Owners

    December 2, 2025
  • 2025 Personal Year End Tax Tips

    2025 Personal Year End Tax Tips

    December 1, 2025
  • 2025 Federal Budget Highlights

    2025 Federal Budget Highlights

    November 5, 2025
  • 2025 Federal Budget Highlights

    2025 Federal Budget Highlights

    November 5, 2025

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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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