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

We’ve been creating legacies since the year 2000. Unlike your automobile insurance carrier or financial institution, investments and life/living benefits insurance are not just a sideline for us. We work with many highly rated investment and insurance companies so you have choice. We believe in providing you with products and advice that offer high value. Our services are available both in French and English. Training and continuing education are very important to us. We continue to build our breath of skills that range from business/retirement planning to marriage preparation. Our goal is to provide you with comprehensive service, whatever your needs are, based on confidence and trust to build a solid relationship.

Financial Planning

Helping achieve your financial goals through financial planning

Families

We provide strategies to help families to accumulate and protect your wealth.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest News

Year End Tax Tips for Employees

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.

Retirement Planning for Business Owners

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 owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.

Financial Planning for Business Owners

Oct 1, 2019 | Blog, Business Owners, corporate

Financial Planning for business owners is often two-sided: personal financial planning and planning for the business.
Business owners have access to a lot of financial tools that employees don’t have access to; this is a great advantage, however it can be overwhelming too. A financial plan can relieve this.
A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. For you, personally and for your business.

Investing as a Business Owner

Sep 1, 2019 | Blog, Business Owners, corporate, investment, RRSP, Tax Free Savings Account

Many business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals. We outline the factors to consider when investing as a corporation.

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Questions? Feel Free to Contact Us

“It gives me great pleasure to write about Gaston Lord and Safeguard Insurance &Financial Services. When I decided to buy insurance for myself and family, I interviewed many people before I decided Gaston was the right choice. At the time Gaston was working for another company before he started his own. I found Gaston to be patient, very pleasant and answered all my questions thoroughly. He always took the time to call me back and visit me regularly or when I needed to see him. He is not like other agents who visits you once a year and tells you the market has gone down for everyone. The best thing is he treats my account like his account. He will call me and tell me, I suggest we reevaluate your account, the market is sliding, and he parks the money in a safer investment, until its time reach our goals again. That is tailored made investments to me. Gaston is like a great neighbour, he looks after your house when you’re not looking. Thanks for everything Gaston!”

– Achal Jain

“Working with Gaston gave us the chance to look outside the box and not only expand our business but also helping our business more profitable with happier employees. Thank you for all your work in developing the right concepts and strategies for us.”

– Wayne Collins

“Gaston really does have a friendly service-oriented approach to business, and clearly enjoys helping his clients focus on investment and insurance products that fit their specific needs and budget. As a long-time client of Gaston’s, he has provided options on a number of products, simplified complicated processes and explained documentation in an easy to understand format for my investment and insurance packages. He made himself available to answer any questions I had. And was always happy to meet and advise on investment choices, portfolio updating and review of my policies on a regular basis. Thanks Gaston!”

– Peter Cory

“I have known Gaston for a few years and would recommend him to anyone to get the best and most honest service. Gaston is a gentleman and a true asset to his industry.”

– John Ferguson

“Gaston has been a very good advisor; I trust him with my assets. He is very easy to deal with. He is a very honest guy. I recommend you get in touch with him today.”

– Margaret Gumbert

“Gaston really took the time to get to know me and my family and what our actual needs were. Gaston’s advice driven client first approach and knowledge really helped our decision-making process easy and understandable. We felt great peace of mind knowing my new born daughter had a tailored life insurance policy that would give back to her in future and protect her for years to come. Gaston was even able to offer me solutions for life insurance even know I had medical issues in the pass the left me declined by insures in the market. I’d like to thank Gaston for taking the time to get my little one on the right track and providing us with all the information we needed to make the right choices!!!”

– Scott Cino

“Gaston proves time after time that he has my best interest in mind when dealing with my portfolio. It is nice and refreshing to have someone look out for you.”

– Becky Brennan

“This is to confirm the excellent service recently provided by Gaston Lord. He is very knowledgeable and dedicated, as he was very understanding and responsive to my insurance requirements and satisfaction. He provided great options, recommendations and feedback. It is evident that he prides himself on putting the client first and I would not hesitate to recommend Mr. Lord. He truly understands his business and is adept when addressing client needs in a timely, attentive and professional manner.”

– Cindy Collins

“We have been working with Gaston at Safeguard for 8 years now, and we’re so happy we picked this company. Gaston is always very quick at responding and is always there for support and provides the best advice. He always follows up on all the products we have with him, and is continually making sure we are with the right insurance companies and paying the best premiums. As well, he’s continually checking on our investments to ensure we are where we should be. He’s very personable and is there for you when you need him. We recommend Safeguard and Gaston to everyone!”

– Dave & Leanne