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

Although ignorance can be bliss - it also can be expensive.

It is important to know enough- so that you know what you do not know.

We will work with your existing advisors whenever possible.

I also have a professional network that includes of some of the top accountants, business valuators and tax & trust lawyers in Nova Scotia to assist when necessary.

In addition insurance and other financial companies have specialists available as a resource including:

Tax and Estate Planning Partners
Certified Risk Managers

Product Specialists

• Retirement
• Life Insurance
• Living Benefits (Disability, Critical Illness, Health)
• Group Insurance (Employee Benefits)
• Pension Plans
• Home, Automobile and Commercial Insurance