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

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House Money

Financial Plan

A client’s residence can be a valuable piece of the financial plan.
  Susan Yellin explores how this works.
Originally published in Nov/Dec 2016 issue of FORUM, the flagship publication for Advocis, The Financial Advisors Association of Canada.
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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