30+ years protecting the financial future and investments of thousands of self-employed professionals, business owners, physicians and healthcare professionals
Security Protection Specialists is a trusted financial services company based in Toronto, Ontario. Since our establishment in 1987, we have been dedicated to helping individuals, small businesses, and professionals in achieving their financial goals and safeguarding their future. With our expertise in tax planning, retirement planning, estate planning, insurance planning, and health and group benefits, we provide comprehensive solutions tailored to our clients' unique needs.
We have completely changed the financial futures of over 5000+ clients and we are extremely happy to have played a role in the success of our clients.
With the rising costs of healthcare, having comprehensive coverage is crucial. Our tailored health and dental coverage options provide affordable solutions for individuals, families, and employees. For self-employed professionals and incorporated individuals, we offer customizable personal plans and private health services plans. For small businesses, we provide benefits packages designed to attract and retain quality employees, including prescription drugs, dental care, extended health benefits, mental health programs, travel coverage, and wellness options.
At Security Protection Specialists, we are committed to helping you keep more of what you earn today and in the future. With our specialized knowledge and personalized approach, we ensure that your financial security is prioritized. Trust us to guide you towards a prosperous and worry-free future. Contact us today to learn how we can assist you in achieving your financial goals.
At Security Protection Specialists, we understand the importance of tax planning in maximizing your earnings. Our experienced team identifies tax-saving opportunities that allow you to reduce your tax burden and accumulate wealth. Whether you require tax strategies for personal finances, small business ventures, or professional corporations, we offer guidance on legal tax shelters and tax-preferred investments.
We believe that everyone deserves a comfortable retirement. Our retirement planning services begin by assessing your current financial situation, enabling us to create a roadmap tailored to your retirement goals. We develop a framework for your retirement income while minimizing taxes through tax-preferred investments. Additionally, we assist in aligning your personal investment and income goals with your business goals, including succession planning.
Planning for the future includes ensuring a smooth transfer of wealth and minimizing estate taxes. With our estate planning expertise, we help you leave a legacy that reflects your values and aspirations. By utilizing tax-preferred solutions, such as insurance and investments, we provide peace of mind that your assets will be handled according to your wishes.
Protecting your income and lifestyle is paramount. We offer the right kind of insurance coverage tailored to your needs. Whether it's life, disability, critical illness, or long-term care insurance, we help you plan for the unexpected. Our solutions encompass personal and business coverage, allowing you to prepare for whatever challenges may arise.
The first step is to schedule an initial consultation with one of our experienced financial planners. During this meeting, we will discuss your financial goals, concerns, and any specific areas you would like assistance with, such as tax planning, retirement planning, estate planning, insurance planning, or health and group benefits.
To better understand your current financial situation, we will conduct a thorough assessment. This may involve reviewing your income, expenses, assets, liabilities, investment portfolio, insurance coverage, and any existing retirement or estate plans. This assessment helps us tailor our recommendations to your unique circumstances.
We will work closely with you to define your short-term and long-term financial goals. Whether it's saving for retirement, purchasing a home, funding education, or leaving a legacy for your loved ones, we will prioritize your objectives and establish realistic targets.
Based on the information gathered during the assessment and goal-setting process, we will develop a personalized financial plan tailored to your specific needs and aspirations. This comprehensive plan will outline strategies and recommendations to help you achieve your financial goals, including tax planning strategies, retirement income projections, estate planning considerations, and insurance coverage recommendations.
Once you are comfortable with the financial plan, we will assist you in implementing the recommended strategies. This may involve setting up tax-preferred investments, establishing retirement accounts, creating an estate plan, securing insurance coverage, or optimizing your health and group benefits. Our team will guide you through each step and ensure a smooth implementation process.
Financial planning is an ongoing process, and your goals and circumstances may change over time. We recommend scheduling regular reviews with our financial planners to assess the progress of your plan, make necessary adjustments, and address any new financial challenges or opportunities that arise. We will monitor your investments, review tax strategies, and adapt your plan as needed to keep you on track towards achieving your goals.
Thanks for the exceptional service you offered recently in assessing my financial and insurance goals. I found your approach, tact, and understanding to be a refreshing departure from the industry standard.
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The best financial and tax planning solutions for your wealth to grow and remain secure.
