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Do you have enough for retirement?

Do you have enough for retirement?

by Financial Tech Tools | Mar 2, 2023 | Blog, pension plan, retirees, Retirement, RRSP, Tax Free Savings Account

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time...
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...
Essential tips and tricks for paying less tax and keeping more of your retirement income

Essential tips and tricks for paying less tax and keeping more of your retirement income

by Financial Tech Tools | Oct 3, 2022 | Blog, Retirement

Essential tips and tricks for paying less tax and keeping more of your retirement incomeMost of your retirement income sources are taxable; Canadian Pension Plan (CPP), your personal pension plan (if you have one) and income from your RRIFs. However, if you’ve set up...
Apply starting Friday for Canada Emergency Student Benefit!  Help on the way for seniors.

Apply starting Friday for Canada Emergency Student Benefit! Help on the way for seniors.

by Financial Tech Tools | May 13, 2020 | 2020 Only, Blog, Coronavirus, Coronavirus - Retired, Coronavirus - Students, Retirement

Students can apply for $1,250 through the Canada Emergency Student Benefit starting FridayFrom canada.ca: “The Canada Emergency Student Benefit (CESB) provides financial support to post-secondary students, and recent post-secondary and high school...

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  • 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
  • Understanding Tax-Free Savings Accounts (TFSAs) July 3, 2023
    A Tax-Free Savings Account is a powerful tool to help you achieve your financial goals. Whether you're saving for a new home, planning for retirement, or investing in your children's education, a TFSA can be a valuable part of your financial strategy. The flexibility and tax advantages it offers make it a great choice for […]
    Financial Tech Tools
  • First Home Savings Account (FHSA): What You Need to Know June 1, 2023
    Are you looking to buy your first home in Canada? The First Home Savings Account (FHSA) could help make it happen. This savings plan allows first-time home buyers to save up to $40,000 tax-free, with contributions being tax-deductible. In this article and infographic, we cover everything you need to know about FHSA, including eligibility requirements, […]
    Financial Tech Tools
  • Estate Freeze May 1, 2023
    No business owner likes to think about handing over their business they've built from the ground up. But the fact of the matter is, you will have to do it eventually. Even more concerning, what if you were to become ill or incapacitated? Making a decision of this magnitude during trying times would not be […]
    Financial Tech Tools

Latest posts

  • 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
  • Understanding Tax-Free Savings Accounts (TFSAs)

    Understanding Tax-Free Savings Accounts (TFSAs)

    July 3, 2023
  • First Home Savings Account (FHSA): What You Need to Know

    First Home Savings Account (FHSA): What You Need to Know

    June 1, 2023
  • Estate Freeze

    Estate Freeze

    May 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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