Is Your Investment Strategy Built for the Real World?
As a Dental Professional, you’ve worked hard to build a successful career. Your investment plan should reflect that same level of care and expertise. At Protect Financial, we offer a smarter, more personalized approach to managing your wealth—combining low fees with clear communication, sound strategy, and proactive management, so you can stay focused on your life and career with confidence.
Here’s what sets us apart:
Transparency Builds Confidence
Understanding what you own—and why—makes all the difference. When markets decline, vague fund names offer little reassurance. But when you own shares in companies like Mondelez (Oreo, Ritz, Cadbury), Alphabet (Google), or Loblaws, you recognize the businesses, their profitability, and their resilience. These are companies that generate consistent demand in all economic cycles. That familiarity creates clarity and conviction—exactly what you need to stay the course during periods of volatility.
High Returns, Low Risk
Our investment philosophy is straightforward: invest in great companies at attractive prices. This disciplined approach has consistently delivered strong long-term growth while helping to reduce downside risk. Since 1996, it has outperformed the benchmark in most years. Even in challenging markets, it has held up remarkably well—for example, in 2022, it outperformed the benchmark by 5.1%, and in 2001, by 16.7%. By focusing on strong fundamentals and valuation discipline, we aim to grow your wealth with fewer surprises and greater peace of mind.
Actively Managed, Not “Set It and Forget It”
Markets change. So does life. That’s why our investment team actively manages your portfolio, adjusting to shifting economic conditions and your evolving financial goals. Whether it’s inflation, trade tensions, sector disruptions, or changes to your retirement plans, your portfolio responds in real time with thoughtful, data-driven decisions—not guesswork.
You’ve worked hard to earn your wealth—now let your money work for you.
Have a free introductory call with our Wealth Advisor, Cory Wilson by emailing cory.wilson@protectfinancial.ca or call us directly at 416-391-3764 ext. 104 to learn how our investment approach can give you more clarity, confidence, and control over your financial future.
