(905)962-7797 g.lord@safeguard-ltd.com

Group Benefits

HOW DO I KEEP MY EMPLOYEES?

Group Benefits

By offering you and your employees the health benefits, you can protect your employees, protect your business, maintain productivity, attract and retain key talent and provide tax efficient compensation.

Purpose

    • Protect your Business
    • Protect your Employees
    • Maintain Productivity
    • Attract and Retain Key Talent

Who’s this for?

    • Business Owners
    • Employees
    • Shareholders
    • Executives

Benefits

    • We review your  business, employees and your budget to tailor make a solution that aligns with your goals to provide the best protection for your company.

LEARN MORE

Latest News

Don’t lose all your hard-earned money to taxes

Aug 01, 2022

It’s essential to manage your tax planning properly – both while you are living and for after your death. You want as much of your money as possible to go to your beneficiaries, not the government. Our article contains three tips to help you do that: 1. Learn how to make the most of the lifetime capital gains exemption. 2. Figure out ways to decrease your end-of-life tax bill. 3. Look into Immediate Financing Arrangements.

The Six Steps to Financial Planning

Jul 05, 2022

A certified financial planner is trained to focus on all aspects of your finances – everything from your taxes to retirement savings. The six steps to financial planning are: • Meeting your financial planner • Determining your goals and expectation • Reviewing your current financial state • Developing a financial plan • Implementing a financial plan • Monitoring the plan A certified financial planner will develop a plan that works for you both today and in the future.

Don’t lose all your hard-earned money to taxes

Jun 02, 2022

It’s essential to manage your tax planning properly – both while you are living and for after your death. You want as much of your money as possible to go to your beneficiaries, not the government. Our article contains three tips to help you do that: 1. Learn how to make the most of the lifetime capital gains exemption. 2. Figure out ways to decrease your end-of-life tax bill. 3. Look into Immediate Financing Arrangements.

Importance of a Buy-Sell Agreement

May 01, 2022

Working as a partnership between 2 or more individuals is never an easy task, and the situation only gets more complicated when one or more of them exits the business. Protecting not only the business, but your personal interests, as well as your family’s future are very important objectives for any business owner, and should not be overlooked.

Business Stages