Products & Services > Financial Planning

Protect Financial engages with our clients in financial planning designed to provide a Roadmap for their financial futures.

Using our “Getting to the Root of It” process, we gather information about each client’s current situation and future plans. We use analytical tools to generate quantitative forecasts.  Finally, we develop a realistic and actionable plan designed to get each client from where they are today to where they want to be.

All of this is provided at no cost to our clients, with the understanding that if they value our advice we will earn the opportunity to help them implement the plan.

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

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