Financial and Business Succession Planning, J. Paul Wilson, CFP, Halifax, Nova Scotia, Canada


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Business Products

Products and Services

Protecting your business

You’ve worked hard to build your business; I want to help you protect it. Whether starting a new venture or maintaining a successful one, I can help you address your needs:

  • Business Succession
  • Corporate Tax & Estate Planning
  • Buy -Sell funding (Partnership & Shareholder Agreements)
  • Life insurance
  • Disability insurance
  • Key Person insurance
  • Business Creditor Loan Insurance
  • Wealth Creation
  • Executive Compensation Plans
  • Critical illness insurance
  • Long term care insurance
  • Licensed separately for home, auto and commercial insurance


Protecting your employees

Your business or organization is unique, and so are your people. Whether you have three or 35 employees, I have access to comprehensive group benefits plans to help you retain your valuable staff:

  • Benefits plans for small business
  • Group RRSP and Pension Plans
  • Health-care and dental-care benefits
  • Wellness and disability benefits
  • Life and accidental death and dismemberment benefits
  • International benefits plans
  • Online services


Solutions Banking™

Many businesses don’t consider daily banking needs a part of their long-term financial security plan. However, the right banking products, integrated in your overall financial security plan, can have the potential to get your money working harder and smarter.

Solutions Banking is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking.

With Solutions Banking products and services, you can continue to rely on your financial security and investment representative to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner.

Solutions Banking products and services, provided by National Bank of Canada, include:

  • Bank accounts
  • Loans and lines of credit



J. Paul Wilson, CFP, CLU, CH.F.C., TEP
380 Bedford Highway, Halifax, Nova Scotia, B2N 2L4
Office (902) 405-8665 Direct/Mobile (902) 488-4982
Toll-free Fax (866)-436-1207 Email paul@maritime wealth.com

NOTE:

The information contained in this article is intended to provide general guidelines only. The application and impact of the law can vary widely from case to case based on the specific or unique facts involved. Accordingly, the information in this article is not intended to serve as legal, accounting or tax advice. Users are encouraged to consult with their professional advisers for advice concerning specific matters before making a decision.

Make your investment decisions wisely. Important information about the Quadrus Group of Funds is found in the funds' simplified prospectus. Please read this carefully before investing. Commissions, trailing commissions management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently. Past performance of the funds may not be repeated.

A description of the key features of the segregated fund policy issued by the insurance company is contained in the information folder.
Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.





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