Strategies - Are You Missing Out On Financial Planning Opportunities? - Situational Financial Planning, Legal & ID Shield, Halifax, Nova Scotia, Canada

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Strategies - Are You Missing Out On Financial Planning Opportunities?

Financial Plan
Opportunities all Around

You have one objective that you want/need AND you integrate one or more others.
Planning Opportunity - Is it possible to accomplish your objective and also achieve benefits that can help you achieve additional goals and get better value for your money? The answer to that question is that with careful planning in most cases yes.


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 this article is 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
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