P: (905)962-7797 | E: [email protected]

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Resources

Helpful Websites

GetSmarterAboutMoney.ca
Canada Revenue Agency
Canada Pension Plan
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc.

Canadian Financial News

Bloomberg
Canadian Business
Financial Post
Globe & Mail Report on Business
Globe Investor

Investment Account Information

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

Resources for Ages 55+

Old Age Security (OAS)
Information
Canada Pension Plan (CPP)
Information
Senior Tax and Benefit information
Seniors Canada website

Contact Us

Safeguard Insurance & Financial Services
Gaston Lord, FIC, CSA, CFP
Financial Advisor
(905) 962-7797
[email protected]

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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