Protect Financial

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

2025 Q4 Market Commentary: Market Drivers, Trade Policy, and Economic Update - Protect Financial 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.

Q3 2025 Market Update – Market Concentration, Solid Earnings, and Trade Uncertainty - Protect Financial 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 416-391-3764 for a FREE consultation now!

Market Recap: Tariffs, Volatility, and What’s Ahead - Protect Financial 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. Call (416) 391-3764 for a free consultation.

Three Smart Ways Dentists Are Using Their DPC to Build Wealth - Protect Financial 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 article.

Make Your Health Expenses Tax-Deductible - Protect Financial 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 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!

Confidence, Consistency, and Control: A Smarter Way to Invest - Protect Financial 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 management team at Protect Financial. Give us a call for a free consultation at (416)-391-3764.

Navigating Market Volatility and the Impact of Recent Tariffs - Protect Financial 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!

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Strengthen Your Practice with a Competitive Group Benefits Plan - Protect Financial 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!

Final Reminder: RRSP Deadline is March 3rd – Act Now - Protect Financial 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!
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Maximize Your Savings with an RRSP – Here’s Why Clients Choose Us 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:

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Start 2025 Strong with Tax-Free Savings - Protect Financial 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!

Time Sensitive: Major changes to disability insurance for GP dentists 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