• Follow
  • Follow
  • Follow

P: (905)962-7797   |   E: g.lord@safeguard-ltd.com

  • HOME
  • ABOUT
    • ABOUT
    • TESTIMONIALS
    • SUPPLIERS
    • PRIVACY STATEMENT & WEBSITE TERMS OF USE
  • SERVICES
    • FINANCIAL PLANNING
      • FAMILIES
      • PROFESSIONALS
      • BUSINESS OWNERS
    • BUSINESS
      • CONTINUATION & EXECUTIVE BENEFITS
      • GROUP HEALTH BENEFITS
    • LIFE STAGES
      • STARTING YOUR CAREER
      • FAMILIES
      • RETIREMENT
      • ESTATE PLANNING
    • INSURANCE PLANNING
      • LIFE INSURANCE
      • MORTGAGE LIFE INSURANCE
      • DISABILITY INSURANCE
      • CRITICAL ILLNESS INSURANCE
      • NEED FOR PERSONAL INSURANCE
      • NEED FOR CORPORATE INSURANCE
      • TRAVEL INSURANCE
      • HEALTH SPENDING ACCOUNT
    • INVESTMENT PLANNING
      • TAX FREE SAVINGS ACCOUNT
      • REGISTERED EDUCATION SAVINGS PLAN
      • REGISTERED DISABILITY SAVINGS PLAN
      • REGISTERED RETIREMENT SAVINGS PLAN
      • REGISTERED RETIREMENT INCOME FUND
    • PROCESS & FEES
    • RESOURCES
  • BLOG
  • CONTACT
  • HOME
  • ABOUT
    • ABOUT
    • TESTIMONIALS
    • SUPPLIERS
    • PRIVACY STATEMENT & WEBSITE TERMS OF USE
  • SERVICES
    • FINANCIAL PLANNING
      • FAMILIES
      • PROFESSIONALS
      • BUSINESS OWNERS
    • BUSINESS
      • CONTINUATION & EXECUTIVE BENEFITS
      • GROUP HEALTH BENEFITS
    • LIFE STAGES
      • STARTING YOUR CAREER
      • FAMILIES
      • RETIREMENT
      • ESTATE PLANNING
    • INSURANCE PLANNING
      • LIFE INSURANCE
      • MORTGAGE LIFE INSURANCE
      • DISABILITY INSURANCE
      • CRITICAL ILLNESS INSURANCE
      • NEED FOR PERSONAL INSURANCE
      • NEED FOR CORPORATE INSURANCE
      • TRAVEL INSURANCE
      • HEALTH SPENDING ACCOUNT
    • INVESTMENT PLANNING
      • TAX FREE SAVINGS ACCOUNT
      • REGISTERED EDUCATION SAVINGS PLAN
      • REGISTERED DISABILITY SAVINGS PLAN
      • REGISTERED RETIREMENT SAVINGS PLAN
      • REGISTERED RETIREMENT INCOME FUND
    • PROCESS & FEES
    • RESOURCES
  • BLOG
  • CONTACT
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...
Comparing TFSAs and RRSPs – 2020

Comparing TFSAs and RRSPs – 2020

by Financial Tech Tools | Jan 30, 2020 | 2020 Only, Blog, Family, individuals, investment, retirees, RRSP, tax, Tax Free Savings Account

If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. We’ve...
2020 Financial Calendar

2020 Financial Calendar

by Financial Tech Tools | Jan 1, 2020 | Blog, Business Owners, corporate, individuals, investment, RRSP, tax, Tax Free Savings Account

2020 Financial Calendar Financial Calendar for 2020 – All the dates you need to know to maximize your benefits!
Year End Tax Tips for Employees

Year End Tax Tips for Employees

by Financial Tech Tools | Nov 22, 2019 | 2019 Only, Blog, estate planning, Family, individuals, investment, retirees, RRSP, tax, Tax Free Savings Account

Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Below, we have listed some of the key...
Retirement Planning for Business Owners

Retirement Planning for Business Owners

by Financial Tech Tools | Nov 1, 2019 | Blog, Business Owners, corporate, retirees, RRSP, tax, Tax Free Savings Account

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business...
« Older Entries

RSS Subscribe via RSS

  • TFSA versus RRSP – What you need to know to make the most of them in 2023 February 2, 2023
    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. The main difference between the two is that TFSAs are ideal for short-term goals, such as saving for a down payment on a house or a vacation, as its growth is […]
    Financial Tech Tools
  • 2023 Financial Calendar January 1, 2023
    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 personal calendar to ensure you don't miss any important financial obligations.
    Financial Tech Tools
  • 2022 Year End Tax Tips and Strategies for Business Owners December 6, 2022
    The end of 2022 is quickly approaching – which means for business owners, it's time to review tax tips and strategies to maximize your benefits.
    Financial Tech Tools
  • 2022 Personal Year-End Tax Tips December 5, 2022
    The end of 2022 is quickly approaching – which means it’s time to get everything in order, so you’re ready when it comes time to file your taxes. We’ve broken this article into the following sections to make it easy to find the tax tips you’re looking for: • Investment considerations, including how to best […]
    Financial Tech Tools
  • Why Insurance Is So Important If You’re A Single Parent November 1, 2022
    Being a single parent is a lot of responsibility. Learn how the right types of insurance can provide you and your family with the financial protection they need.
    Financial Tech Tools

Latest posts

  • 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

    February 2, 2023
  • 2023 Financial Calendar

    2023 Financial Calendar

    January 1, 2023
  • 2022 Year End Tax Tips and Strategies for Business Owners

    2022 Year End Tax Tips and Strategies for Business Owners

    December 6, 2022
  • 2022 Personal Year-End Tax Tips

    2022 Personal Year-End Tax Tips

    December 5, 2022
  • Why Insurance Is So Important If You’re A Single Parent

    Why Insurance Is So Important If You’re A Single Parent

    November 1, 2022

Categories

  • 2019 Only
  • 2020
  • 2020 Only
  • 2022
  • 2022 Only
  • 2023
  • Blog
  • Business Owners
  • Coronavirus
  • Coronavirus – Associates
  • Coronavirus – Practice Owners
  • Coronavirus – Retired
  • Coronavirus – Retiring
  • Coronavirus – Students
  • corporate
  • disability insurance
  • estate planning
  • Family
  • Financial Planning
  • health benefits
  • individuals
  • insurance
  • investment
  • life insurance
  • Ontario Only
  • retirees
  • Retirement
  • RRSP
  • tax
  • Tax Free Savings Account
  • travel insurance

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.

Newsletter
* indicates required