Finding the Money - Situational Financial Planning, Legal & ID Shield, Halifax, Nova Scotia, Canada

Go to content

Finding the Money

Financial Plan
Finding the Money
Technology does not change the building blocks of financial planning.
It can however, be leveraged to save time and find money.
When we clarify what you want to happen and help design a strategy to make it happen - finding money is usually involved.

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?
  • ?

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

    • Interest rates
    • Risk management
    • Taxes
    • and ...

3. How does what you want integrate with your overall plan? Opportunity Analysis.

Technology's Impact - "you don't know, what you don't know"

The Opportunity Analysis provides an executive summary that includes: a clarification of your goals/objectives; a tax review and risk management overview. What you may not know is that when the structure of your plan is aligned with your objectives, 2+2 can be greater than 4.

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.


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

"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
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.

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.

** 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
Privacy Policy
Back to content