Strategies - Are You Missing Out On Financial Planning Opportunities? - Insurance Retirement Investments, Halifax, Nova Scotia, Canada

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           Halifax, Nova Scotia              
      (902) 405-8665     

Opportunities all Around
J. Paul Wilson, CFP, CHFC

You have one objective that you want/need AND you integrate one or more others.
2+2>4?
NOTE: Bill C-43 impacts many of the wealth strategies used by financial and estate planners.

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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.

J. Paul Wilson

Certified Financial Planner
Chartered Financial Consultant
27 Blue Thistle Road
Halifax, Nova Scotia, B3S 1M3
Office (902) 405-8665  Mobile (902) 488-4982
Toll-free Fax (866) 436-1207 Email  paul@jpw.ca

A personal profile click here




NOTE:



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.

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