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.
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.
Services
Gaston has been a professional financial planner for 20 years. Over those years, Gaston has strived to achieve the highest level of education in the field of financial planning and insurance such as Fraternal Insurance Counselor, and Certified Senior Advisor.
Some of Gaston's achievements include attaining the bench-mark designation of Certified Financial Planner, recognized as one of the premier certifications in the financial services industry and the only internationally recognized standard for financial planning.Within his career Gaston has been a part of an exclusive group of professional financial planners that is reserved for the top 3% of agents around the world.
Some of Gaston's achievements include attaining the bench-mark designation of Certified Financial Planner, recognized as one of the premier certifications in the financial services industry and the only internationally recognized standard for financial planning.Within his career Gaston has been a part of an exclusive group of professional financial planners that is reserved for the top 3% of agents around the world.
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.
Financial planning for incorporated professionals is often two-sided- planning for the practice and personal financial planning. Professionals are typically in the highest income tax bracket, therefore incorporating their practice can help manage and defer taxes at a lower corporate tax rate.
By incorporating- professionals can have access to dividends from their corporation, shareholder loans, corporately held life insurance and since money can be left inside a corporation- this money can be used in years where there are life changes such as pregnancy, buying a home or retirement.
By incorporating- professionals can have access to dividends from their corporation, shareholder loans, corporately held life insurance and since money can be left inside a corporation- this money can be used in years where there are life changes such as pregnancy, buying a home or retirement.
Many business owners depend on their business to provide income, security and in some cases, a legacy for their family. Minimize the risk if death, disability or critical illness were to happen to a key person or shareholder of the business. Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die.
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. 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.
Reviews (6)
Americo Frias
Jan 21, 2020
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Cindy Collins
Nov 09, 2019
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Mr. Lord is very knowledgeable, trustworthy, and dedicated to customer satisfaction, offering client-first services. He provided great options and feedback. I would not hesitate to recommend Gaston Lord as he is highly adept when addressing client needs in a timely, attentive and professional manner.
C. Collins
C. Collins
Oil That
Nov 03, 2019
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Andrew Treco
Sep 10, 2019
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P. Kountouris
Aug 06, 2019
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Gaston has been a life saver and I am extremely thankful to have such a, professional knowledgable and personable financial advisor.
Gaston took care of our family's life policies and has introduced us to investment options that have really made the difference in planning for our financial future.
Thank you Gaston for everything!!!
Gaston took care of our family's life policies and has introduced us to investment options that have really made the difference in planning for our financial future.
Thank you Gaston for everything!!!
Niagara Media
Jul 01, 2019
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