We know the dental industry inside out and we are here to help

OverviewHow it started and where we’re going

Established in 1995 by dentist, Dr. Ian Wexler, Protect Financial offer insightful and independent advice from both a financial and career perspective, helping their clients map out their future to ensure and protect growth and prosperity. Always available for help or advice, Protect Financial’s associates see their clients as partners rather than customers – watching as they grow into wealthy, successful dentists.

Protect Financial are experts in income protection and wealth accumulation for dental students, established dentists and their families. Protect Financial’s reputation for personable and responsive customer service is earned through their dedication to getting claims paid with speed and efficiency.

From all across Canada, hundreds of clients trust Protect Financial with their financial and professional futures, enjoying the peace of mind of knowing that they are always well looked-after.

A Message from Todd Roberts, VP

Our TeamWe have you covered

Protect Financial has a dentist, a certified dental practice manager and a lawyer with decades of combined dental experience. Years of involvement with advising hundreds of dentists – from new associates, to established practice owners, to retiring dentists. We are proud to say that Dr. Wexler’s vision for a firm that would provide insightful and independent advice and top-notch customer service for dentists still drives us to this very day.

Why Protect?Discover how we can help at every stage of your career