Protect Financial

Protect Financial We are experts in the “New Grad” programs offered by all of the Canadian insurance companies.

Protect is active at most of the dental schools across Canada, advising new dentists on the essential insurance and financial planning aspects of the early stages of their careers. New dentists work with Protect to:

-Protect their incomes through acquiring Disability Insurance
-Protect themselves with Critical Illness Insurance
-Protect their loved ones from the financial hardship of their early

death through purchasing life insurance
-Develop an initial financial plan covering their initial steps at debt repayment and wealth management
-Benefit from our Jump Start Program, a complimentary program designed to assist new dentists to become more successful “right out of the gate”.
-Obtain active and ongoing support in the event that a disability or critical claim illness needs to be filed.

Q4 Market Commentary is now available! Click the link below to read more!
01/28/2026

Q4 Market Commentary is now available! Click the link below to read more!

We’re pleased to share the latest Quarterly Market Update in this edition of Wealth Matters for Dentists.   A Strong Finish: Market Defy Early Expectations   Markets closed 2025 on firmer footing than many anticipated. Early in the year, concerns about trade tensions, artificial intelligence, an...

Our Q3 Market update is released. Take the next step and speak to our Wealth Advisor for free by dialing 416-391-3764.  ...
10/22/2025

Our Q3 Market update is released. Take the next step and speak to our Wealth Advisor for free by dialing 416-391-3764.

We’re pleased to share the latest Quarterly Market Update in this edition of Wealth Matters for Dentists.   Market Overview As of October 21, 2025—the 21st day of the U.S. government shutdown—headlines were dominated by U.S. debt concerns, shifting central-bank policy, and the ongoing surge i...

Stay up to date on the market, read our Market Recap from our Wealth Advisor: Cory Wilson.Get in touch by calling 416-39...
07/29/2025

Stay up to date on the market, read our Market Recap from our Wealth Advisor: Cory Wilson.

Get in touch by calling 416-391-3764 for a FREE consultation now!

As a dental professional, you know the importance of planning ahead and staying prepared—especially when conditions change unexpectedly. The same is true in today’s financial markets. With rising global tensions, ongoing trade negotiations, and shifting investor sentiment, the second quarter bro...

Explore more ways to build wealth as a dentist. Read our article below and take action by reaching out to our team today...
06/25/2025

Explore more ways to build wealth as a dentist. Read our article below and take action by reaching out to our team today. Call (416) 391-3764 for a free consultation.

Many dentists—whether Associates or Practice Owners—eventually incorporate a Dentistry Professional Corporation (DPC). This often happens once their income exceeds what’s needed to cover personal expenses and debt repayment. A common question that follows is: “Should I invest personally, or ...

Take advantage of Healthplus and make your health expenses tax-deductible. Find out more by visiting our recently posted...
05/15/2025

Take advantage of Healthplus and make your health expenses tax-deductible. Find out more by visiting our recently posted article.

Turn Personal and Employee Health Expenses into Business Savings with HealthPlus   If you’re incorporated—or in the process of incorporating—you should hear about a tax-effective way to handle medical and dental expenses. If you’re paying out-of-pocket for expenses like massage therapy, pre...

Ensure that your investment strategy is built for the ever-changing economy. With multiple economic shifts in the first ...
04/23/2025

Ensure that your investment strategy is built for the ever-changing economy. With multiple economic shifts in the first quarter of 2025, make sure that you choose the right team to be in your corner - Reach out to us today and find out more using the link below!

Is Your Investment Strategy Built for the Real World? As a Dental Professional, you’ve worked hard to build a successful career. Your investment plan should reflect that same level of care and expertise. At Protect Financial, we offer a smarter, more personalized approach to managing your wealth.....

Be ahead of the curve and make the right move for your investment portfolio with expert advice from our wealth managemen...
03/28/2025

Be ahead of the curve and make the right move for your investment portfolio with expert advice from our wealth management team at Protect Financial. Give us a call for a free consultation at (416)-391-3764.

Find out more about all making the right moves in the current market that Canadians find themselves in. Through expert advice, we can help!

Retain your top talent by offering a comprehensive employee benefits plan!Click the link below for more information:
03/17/2025

Retain your top talent by offering a comprehensive employee benefits plan!

Click the link below for more information:

In today’s job market, employees expect more than just a paycheque – they want security, stability, and benefits that support their well-being. A group benefits plan helps you attract and retain top talent while improving employee satisfaction and productivity. At Protect Financial, we are speci...

March 3rd is fast approaching. Take action before it's too late!
02/18/2025

March 3rd is fast approaching. Take action before it's too late!

This is your final reminder—the March 3rd RRSP contribution deadline is fast approaching. Contributing before the deadline ensures you maximize tax savings and grow your tax-deferred investments for the future.   Why Contribute to Your RRSP Now? Lower Your 2024 Tax Bill – Keep more money in you...

Maximize your savings with an RRSP before the March 3rd deadline!    https://conta.cc/40QPgtl
01/28/2025

Maximize your savings with an RRSP before the March 3rd deadline!
https://conta.cc/40QPgtl

Email from Protect Financial Maximize Your Savings with an RRSP – Here’s Why Clients Choose Us The March 3rd deadline to contribute to your Registered Retirement Savings Plan (RRSP) is fast approachin

Start early in 2025 by saving: Click on the link below for more information:
01/13/2025

Start early in 2025 by saving:

Click on the link below for more information:

A Tax-Free Savings Account (TFSA) is your ticket to flexible, tax-free growth—whether you’re saving for a dream vacation, a home project, or to build a financial cushion. In a TFSA, every dollar you earn and withdraw is completely tax-free.   New Year, New Limit! Starting January 1, 2025, the a...

Important update for GP dentists: changes in disability insurance are coming!
11/15/2024

Important update for GP dentists: changes in disability insurance are coming!

Email from Protect Financial Webinar Invitation Time Sensitive: Major changes to disability insurance coverage for GP dentists Earlier today Canada Life announced major changes to their disability ins

Address

10761 Victoria Square Boulevard
Markham, ON
L6C1J3

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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