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...

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

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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...

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