Insurance Retirement Investments: We ask why before you buy, Halifax, Nova Scotia, Canada

Go to content

Main menu:

Financial & Retirement Planning
Insurance, Retirement, Investments
"Find the Money - Plan with End in Mind"
J. Paul Wilson, CFP®, ChFC®
Certified Financial Planner
  Halifax, Nova Scotia , Canada        
 (902) 405-8665   
Why do we ask why before you buy?

How does what you want best fit into the puzzle? permanent life insurance,income annuities,business insurance, Executor Liability Insurance,GIFs,guaranteed issue life insurance,universal life insurance,GICs,employee benefits,guaranteed investment funds,business sale referral,term life insurance,whole life insurance,business insurance,long term care insurance,simplified issue life insurance,disability insurance,critical illness insurance,travel insurance,RRSPs,pension plans,retirement income plans,custom designed risk management,income annuities,executive benefit plans,commercial insurance,health insurance,mortgages (Blake),joint annuities, Strategy-Product-Company

1. What do you want money for?

  • Buy home or an investment property?
  • Buy business, finance inventory?
  • Retirement Income?
  • Legacy for family?
  • Financial security?
  • Charity?
  • Taxes?
  • Cash flow / lifestyle?
  • ?
2. When are you looking for the money to be delivered?

  • Now?
  • Just in case?
  • Future?

3. Where to find Money?

  • Cash Flow
  • Interest rates (Borrow & Investment)
  • Risk management
  • Taxes
  • ?
  • Integration
Finding the Money - Integration

In this 1 m 15 s video "Thomas" explains how 2+2 can be greater than 4 when you align your objectives.

"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, principal of Context Consulting

Independent Financial Brokers of Canada

Cash flow analysis, mortgages and financing are referred to my son, Blake Wilson, at The Mortgage Group. Blake has access to over 50 banks, lenders and private capital sources to meet your unique financial needs. With one credit check, he can shop multiple banks for personal and commercial mortgages, leasing, merchant capital and commercial loans. Saving you time and money while not impacting your credit score from checks if you were to shop yourself.
Note: The range of products/solutions is of special interest if you are self-employed.

"Blake is a great example of what it means to be a professional. He realizes that he may not have all the answers for you right away (although he has most), but has the high standards to turn to someone inside his firm for expert advice when required.
Andrew Blazenko, CFA, CBV
Associate at Sequoia Mergers & Acquisitions

Home purchase, construction or renovation mortgages
Investment properties
Equity take-out or consolidation, including to pay property tax and CRA
Home Equity Line of Credit Solutions, including Manulife One

Purchasing a Business
Equipment Financing and Leasing
Commercial Mortgage Solutions
Merchant Capital Solutions
Re-structuring and Capital Raising
Equity take-out or consolidation to pay property taxes, CRA, or shareholder loans

Financial, Retirement & Estate Planning
"You have to do it by yourself and you cannot do it alone."
- Martin Rutte (Author, speaker)

An Opportunity Analysis provides you with an executive summary that includes: a clarification of your goals/objectives; a tax review and risk management overview. This information assists your understanding of how what you want integrates with your overall plan. In advance is best, after is, much better than not.
Video running time 2m 50s.

The initial discussion is complimentary and you are under no obligation. See DISCLOSURE for details.

Open minded? Is the "looking for the money" approach to financial planning right for you?

Paul is a Certified Financial Planner (CFP®) licensed by the Financial Planners Standards Council; Financial and Estate Plans are provided under that license.
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(s). Do not include sensitive information such as income or 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
Back to content | Back to main menu