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

Process and Fees



Income: learn to manage your income effectively through planning

A Comprehensive Financial Planning starts at $1500

Initial Meeting: A comprehensive conversation about your goals, risks and resources.

Plan Presentation: A clear picture of how you are moving towards your goals.

Follow-up: This area is variable, and will depend on your personal situation.  Follow-up may include a mix of a meeting, phone calls, emails to help you stay on track.