Business Owners

Business Owners and their Businesses

Protect has worked with many small and medium sized business owners and their businesses providing them with guidance and support in regards to their individual insurance, employee benefits and personal financial planning needs.

Business Owners work with Protect to:

  • Protect their incomes through acquiring and managing their Disability Insurance coverage. We engage in annual reviews of each client’s disability coverage to ensure it continues to meet their changing income and expenses
  • Protect themselves and their families 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
  • Manage the accumulation of corporate and personal wealth through a range of  investment account options
  • Support health benefit needs through group insurance packages tailored to dentists or via HealthPlus our Private Health Services Plan
  • Obtain active and ongoing support in the event that a disability or critical claim illness needs to be filed.



In The News

  • May 12, 2017

    Is HealthPlus right for you?

      HealthPlus is a Private Health Services Plan. Used by thousands of small business owners across Canada, a PHSP enables the business to deduct 100% of the family’s health and dental expenses incurred by themselves and their employees as a business expense. One of the great benefits of our plan is that it gives you…

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Location

101 Duncan Mill Rd., Suite 103
Toronto, ON M3B 1Z3 Map »
Tel: 416-391-3764
Fax: 416-391-5451

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