Profile

  About J. Paul Wilson

Paul and his father J. Harold Wilson, CLU, CH.F.C. have a long tradition in the financial services industry. As a Certified Financial Planner, Paul provides his clients with a wide range of financial products and services with a focus on retirement, lifestyle and legacy planning. He is capably supported by a team of administration, technical and underwriting specialists.

In addition to his work with his own clients, Paul is often called upon by senior advisors and other professionals to assist in the design and construction of financial security plans with their clients. His work with clients and advisors in Nova Scotia, New Brunswick and Ontario has given him a unique insight, perspective and understanding of the financial planning process. He is passionate about listening and understanding before prescribing solutions. In addition to being certified as an Enhanced Lifestyle Planner, Paul has completed his Certified Financial Planner (CFP) Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.) designations and is a Registered Trust and Estate Practitioner (TEP). Future plans include continuing to grow his staff while selectively increasing his personal client base.

Active in professional associations, he is past President of the Canadian Association of Insurance and Financial Advisors of Fredericton (Advocis), past director of Oshawa's Association and past Atlantic Director of the Manager's Association of Financial Advisors of Canada (GAMA Canada). Clients, including business owners and professionals, have used advice gained from Paul's Integrated Financial Planning Process to plan their retirement, minimize their tax bills, maximize their estates, plan succession of their businesses and enjoy more disposable income.

Individuals - What we do is to consolidate all of your family assets into one balanced program, so that you can improve your asset accumulation in less time with fewer risks along the way. This means that you are more likely to spend your golden years watching your grandchildren growing up instead of nervously checking your bank balance or the stock market.

Business Owners - What we do is to get a clear understanding of your goals for your family and business and then assess your current situation so we can identify and prioritize your action plans. Your best course of action can then be selected and timetable set. This can help increase and preserve the wealth you have built up; ensure proper distribution of your assets; provide for your retirement and disability needs and minimize income taxes, estate and transfer charges.

Paul is licensed in Nova Scotia to sell insurance products and is an investment representative with Quadrus Investment Services Ltd.

 

Designations - CFP, CLU, CH.F.C., TEP

CFP™ Certified Financial Planner™

The international financial planning designation administered in Canada by Financial Planners Standards Council (FPSC). CFP licensees must meet the Council's standards in education, experience, examination and ethical procedures. A CFP licensee must also have 30 hours of continuing education every year to sustain their designation.

CLU Chartered Life Underwriter

One who has passed exams given by The Financial Advisors Association of Canada (Advocis) and who has been determined to be a financial planner with advanced knowledge in life and health insurance and employee benefits. They are required to a mandatory continuing education program of 30 hours of continuing education every year.

 

CH.F.C. Chartered Financial Consultant

One who has passed advanced courses in retirement planning, financial planning, and wealth accumulation granted by the Financial Advisors Association ( Advocis ) in conjunction with the The American College. They are required to a mandatory continuing education program of 30 hours of continuing education every year.

TEP Registered Trust and Estate Practitioner

A designation granted through the (STEP) Society of Trust and Estate Practitioners. STEP is the leading international organization for trust and estate professional, and members are by definition the most experienced and senior practitioners in the field. Members are involved at all levels in planning, creating and managing, and accounting for trusts and estates, as well as executorship, administration and related taxes. A TEP designation holder must also have 30 hours of continuing education every year to sustain their designation

Enhanced Lifestyle Planner

The Enhanced Lifestyle Planner Certification was developed by George Beshara, a Professional Trainer and Career Transition Consultant with more than 20 years of experience. The ELP is based on his lifestyle retirement planning program which has been used with more than 12,000 individuals in North America.

Certified Enhanced Lifestyle Planners have completed a certification training program and certification exam which was developed by George Beshara, President of North American Lifestyle Planning Corporation and the author the Managing My Life Series including Planning My Retirement.

 

™ Trade-mark of The Financial Advisors Association of Canada carrying on business as Advocis

(CFP Flame logo)™ Certified Financial Planner™ and CFP™ are certification marks awarded by Financial Planners Standards Council under a license agreement with the CFP Board of Standards, Inc.