Maximize Your Savings with an RRSP – Here’s Why Clients Choose Us

01/28/2025   |   Dentistry, Financial Planning, News

The March 3rd deadline to contribute to your Registered Retirement Savings Plan (RRSP) is fast approaching and Protect Financial can help you make the most of this opportunity.

 

Why an RRSP?

  1. Immediate Tax Savings
  2. Tax-Free Growth
  3. Flexible use including Buying a Home
  4. Retirement Security

 

Why Choose Protect Financial

We go beyond the banks to offer:

  1. Expert Advice and Ongoing Support
  • We specialize in helping you build and protect wealth.
  • We regularly review your plan to align with changes in your life, the economy, and taxation.
  • Our in-house investment team actively monitors portfolios to adapt to market conditions.
  1. Independence and Broad Product Access
  • Unlike banks using proprietary funds, our independence allows us to access top-performing fund managers.
  • Our independence ensures your portfolio has the best available options.
  1. Disciplined Investment Approach
  • We specialize in investing in blue-chip companies with consistent profits and strong balance sheets, reducing volatility and delivering steady, long-term growth.
  • Diversified portfolios include global exposure across Canadian, US, and international markets, with the option to add real estate for enhanced risk management.
  1. Cost-Effective
  • Bank investment fees average 2.5%+.
  • Our lower fees deliver greater value.
  1. Unbiased Recommendations
  • With no in-house products, every recommendation is tailored to your best interests.
  1. Collaboration with Your Accountant
  • We work with your accountant to align strategies, saving time and ensuring a consistent approach.

 

Take Action Before the Deadline

Contributing to an RRSP before March 3, 2025, saves taxes immediately and allows you to start benefiting from our disciplined investment approach.

Secure your future with a trusted partner who understands your needs.

If you’re ready to act or have questions, please reply to this email. Let’s ensure your RRSP contribution is done in time for the March 3rd deadline.