Strategic Situation Financial Planning, Halifax, Nova Scotia, Canada

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Strategic Situational Planning
J. Paul Wilson, CFP®, ChFC®
 Halifax, Nova Scotia , Canada        
 (902) 405-8665  


“You will get all you want in life if you help enough other people get what they want.” - Zig Ziglar
Many people have a multitude of advisors – accountants, lawyers, stockbrokers, bankers, mutual fund sales people, mortgage brokers, 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.

Financial Planners understand how the "pieces of the puzzle" fit together

Working with an experienced CFP (a Certified Financial Planner licensed by the Financial Planners Standards Council) can potentially reduce risk.
Strategies usually require money - Financial Planners are specially trained to "find money".

They also understanding the challenges and opportunities faced by:
      • Small business owners
      • Self-employed individuals
      • Individuals with variable income
      • Investment property owners
      • New Canadians
“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.

Independent Financial Brokers of Canada

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

Talk to a CFP Situations / Events: Inadequate tax savingsOpportunity knocksBuying homeBuy/transition/sell businessExpanding businessDisability/ critical illness/death Wealth transitionRetirement Marriage/divorcePurchase investment propertyDebt managementToo much “stuff” too little time

If a product is recommended to address your needs: permanent life insurance,annuities, 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,health insurance,mortgage referrals,joint annuities, We are not obligation to do business with any single company or group.


*  Aside from the obvious,  Why does Paul usually recommend his oldest son, Blake, for your mortgage and financing needs?

"Self-employed borrowers often face restrictions and additional challenges, that, not only cause frustration, can also jeopardize or restrict plans. 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. A mortgage and financing broker changes the dynamic. "
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.

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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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