Insurance, Retirement, Mortgages, Halifax, Nova Scotia, Canada

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Money Now*, Future, Just In Case
J. Paul Wilson, CFP®, ChFC®
 Halifax, Nova Scotia , Canada        
 (902) 405-8665   

1. When you clarify what you want to happen and then design a strategy to make it happen, money is usually involved now, in the future and just in case.

Financial Planners are specially trained to "find money".

2. Additional challenges and opportunities are faced by:
      • Small business owners
      • Self-employed individuals
      • Individuals with commission income
      • Investment property owners
      • New Canadians
Financial Planners understand how the "pieces of the puzzle" fit together
3. Many people have a multitude of advisors – accountants, lawyers, stockbrokers, bankers, mutual fund sales people, and insurance agents. The challenge is that with so many advisors offering well meaning, but often-conflicting advice some of their clients are frozen like deer in the headlights. Worse still is that in many instances RISK is unintentionally increased.

Working with an experienced CFP (a Certified Financial Planner licensed by the Financial Planners Standards Council) can potentially reduce risk.



“If it is to be, it is up to me.”
— William H. Johnsen
"You have to do it by yourself and you cannot do it alone."
- Martin Rutte
Paul, an experienced CFP. will refer /work with your CPA  and other professionals. Taking the time to listen to understand.

Most financial products / services generate a fee / commission and may provide a renewal (or service) fee / commission.

Independent Financial Brokers of Canada

"Paul is an experienced business guy who has a talent for simplifying complex situations and providing practical guidance on both the career and personal financial planning sides. He also has a good heart and is a natural optimist, two important qualities in my view. Because he has such broad experience and is a creative thinker, he tends to add value to any conversation he contributes to." - David Holt, Co-Founder Digital Cinema Labs


*  Aside from the obvious,  Why do I recommend our oldest son, Blake, for your mortgage and financing needs?

It has been my experience, that when borrowing money, the business owner and/or their accountant approaches one lender and, on occasion, “shops” the market themselves. Self-employed borrowers often face restrictions and additional challenges, that, not only cause frustration, can also jeopardize or restrict plans.
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Examples

Taking the time to understand your objectives pays dividends.

NOTE:



Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council.

The information contained in this website 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 articles are 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.

** Email Disclosure: For your convenience, you have the option of contacting by email. Please note that no email is 100% secure. Only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number.


J. Paul Wilson, CFP®, ChFC®
Certified Financial Planner
27 Blue Thistle Road Halifax, Nova Scotia, B3S 1M3
 Office (902) 405-8665 Email  paul@jpw.ca
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