Planning The Path Ahead

We know dentists and their needs. From insurance to financial planning, we help our clients map out their future to ensure and protect growth and prosperity.

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Career PathWe’re Here For YouAt every step of your career

As experienced professionals in dentistry, we understand the different career paths available to you. Whether you’re planning on specializing, buying an established practice, or opening your own office, we can help you become more successful.

For Students

For Associates

For Practice Owners

For Near Retirees

SolutionsWealth Protection To Wealth CreationCompletely independent advice from our experts

We are experts in income protection and wealth accumulation for dental students, established dentists and their families. Our solutions encompass all aspects of financial concerns for dentists, and are as follows:


Every dentist hopes to avoid ever filing a disability or critical illness claim, but unfortunately there are numerous injuries and illnesses that can prevent you from practicing. It’s time to get covered.

Financial Planning

We can help you get a clearer picture of your career path. Whether that’s specializing, buying an established practice or opening a new office, we know what it takes to succeed.

Wealth Management

Protect Financial’s Wealth Management offering aims to provide our clients with strong, long-term rates of return accompanied by minimal volatility.

Insurance SolutionsIndependent & FlexibleFinding the right solution for you

Disability Insurance

Long Term Disability (LTD) insurance is primarily intended to replace your income in the event that a disability completely or partially limits your ability to work.

Business Overhead Expense

Business Overhead Expense (BOE) insurance reimburses your practice/business for overhead expenses incurred while you are unable to work due to a disability.

Life Insurance

A life insurance policy helps to ensure that your dependents will have the financial resources necessary in case of death, providing financial stability for you and your family.

Critical Illness Insurance

A special type of insurance policy that provides living benefits in case of cancer, a heart attack, or stroke.

Health Benefits

HealthPlus is the simplest way for business owners to save on income tax, providing up to 100% reimbursement for Health, Dental and Vision care related expenses.

Group Insurance

From the small one person business, to the large corporation, we promote and represent all major insurance carriers and guarantee competitive rates along with unparalleled service.

About A History Of Dentistry Founded by a dentist. Run by dentists

Protect was founded by a dentist, Dr. Ian Wexler, who became disabled shortly after he completed dental school. This experience profoundly shaped his view of risk, and drove his successful career in the insurance business.

ArticlesThought LeadershipThe latest opinions from our team

Contact Get In Touch Today Toronto, Ontario

Drop by our office for a sit-down meeting with our financial experts – it’s a no obligation session that will give you a clearer picture of your career path.