Main menu:
Products and Services
Investment products
Whether saving for your child’s education, planning a vacation, building a nest- egg or managing your finances during retirement, I can help you create an investment portfolio that fits your needs.
Mutual funds
A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers. Mutual Funds are distributed through Desjardins Financial Security Investments Inc., the mutual fund dealer.
Segregated fund policies
Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.
Mortgages
Financing a home may be the biggest financial decision you make. As your financial security and investment representative, I can help you make the right decision by helping tailor a mortgage to your financial security plan. I work with mortgage planning specialists, who have the knowledge and experience to help select a mortgage that works for you.
Other investment products
I also offer a range of specialized investment products, including:
Along with helping you build and manage your investments, I can help you choose insurance products to minimize financial risk to you and your family.
Individual life insurance
Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.
Disability insurance
Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.
Critical illness insurance
A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.
Health and dental insurance
Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. I can help you build a plan that supplements your provincial government plan.
Licensed separately for home, auto insurance and commercial insurance
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
Desjardins Financial Security Investments Inc.
Branch Office
110-230 Brownlow Avenue
Dartmouth, Nova Scotia. B3B 0G5
Branch (902) 468-0814
Direct (902) 982)-2377
Fax: (902-468-7292
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.