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

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

J. Paul Wilson, CFP, CLU, CH.F.C., TEP
380 Bedford Highway, Halifax, Nova Scotia, B2N 2L4
Office (902) 405-8665 Direct (902) 982-2377 Mobile (902)488-4982
Toll-free Fax (866)-436-1207 Email paul@jpw.ca

NOTE:

Desjardins Financial Security Investments Inc. (DFSI) is not providing the financial planning service and will not be supervising this activity. You should not rely on DFSI for review of the plan. DFSI is neither charging nor being paid any fees for this service and will not be liable for any errors or omissions. This Financial Planning Service is done solely through jpw.ca Insurance Retirement Investments.

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 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.