Finding the Money - Situational Financial Planning, Halifax, Nova Scotia, Canada

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Finding the Money

Financial Plan
Financial, Retirement & Estate Planning
Finding the Money

When we clarify what you want to happen and help design a strategy to make it happen - finding money is usually involved.
Technology's Impact - "you don't know, what you don't know"

What you may not know is: when the structure of your plan is aligned with your objectives, 2+2 can be greater than 4.

The 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 intregrates with your overall plan. In advance is best, after is, much better than not.
Technology does not change the building blocks of financial planning. It can however, be leveraged to save time and find money.

"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

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. Where to find Money (cash flow and funding).

    • Interest rates
    • Risk management
    • Taxes
    • Integration

Doesn't it take Money to make Money?
If so, then when should you start looking for the money? (Vote to view results)
A) Conventional Process: Objectives - Current Situation - Plan - Fund - Implement - Monitor - Adjust
B) Opportunity Analysis: Find Money - Apply Conventional Process to New Situation
C) Wait until money is needed
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.

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

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

Looking forward to speaking soon.

Pre-engagement meeting?

Have a question before you schedule?

Message / Contact Information

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

A personal profile click here


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,marine insurance,simplified issue life insurance,disability insurance,critical illness insurance,home and auto insurance,travel insurance,RRSPs,pension plans,retirement income plans,custom designed risk management,income annuities,executive benefit plans,commercial insurance,health insurance,mortgage referrals,cyber and privacy insurance,joint annuities, We are not obligation to do business with any single company or group.


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 the 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
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