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Paul, his father J. Harold Wilson, CLU, CH.F.C., and his son J. Blake Wilson, CAIB, have a long tradition in the financial services industry. As a Certified Financial Planner professional, 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 administrative, technical and underwriting specialists and a personal network of accountants and tax lawyers.
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 in the past 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 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 Paul and his team can do is help you 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 Paul and his team can do for you and your business is help you get a clear understanding of your goals for your family and business and then assess your current situation to identify and prioritize your action plans. Your best course of action can then be selected and a 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 fund representative with Desjardins Financial Security Investments Inc. registered to sell mutual funds only in Nova Scotia.
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.