Insurance Retirement Investments, Halifax, Nova Scotia, Canada

Insurance Retirement Investments, Halifax, Nova Scotia, Canada

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J. Paul Wilson, CFP®, ChFC®
Certified Financial Planner
           Halifax, Nova Scotia , Canada             
      (902) 405-8665       

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

  • Now?
  • Future delivery?

2. 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?
  • ?
3. 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 - Strategic Checklist
C) Wait until money is needed
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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
Personal

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

Business

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.




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

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Financial Planning,Estate and Legacy Planning,Business Succession Planning, Business Accountant, Tax Planning, Lawyers, Mortgage Broker, Personal Banker, Employee Benefits, Home and Auto Insurance, Commercial Insurance, Health Insurance, Critical Illness Insurance, Long Term Care Insurance, Life Insurance, Disabilty Income Insurance, Investment Management, Lifestyle Planning, Retirement Planning,Financial Services: Life Insurance, Whole Life, Term Life, Universal Life, Mortgage Life Insurance, Critical Illness Insurance, Disability Income Replacement Insurance, Simplified Issue Insurance, Key Person Insurance, Travel Insurance, Dental Insurance, Health Insurance, Health Spending Accounts, Executive Benefits, Employee Benefits, RRSPs, TFSAs, RRIFs, Pension Plans, Estate Planning, Long Term Care Insurance, Guaranteed Investment Funds, GICs, Income Annuities, Accumulation Annuities, Retirement Income Planning, Legacy Planning, Personal Insurance: Home, Auto, Condo, Tenants & Rentals, Boat / Yacht, Motorcycles / Recreational Vehicles, Umbrella Liability Coverage, Commercial Insurance: General Liability, Property, Business Interruption Insurance, Surety Bonds & Trade Credit, Professional Liability, Directors & Officers Liability, Cyber/Privacy Liability, Executor and Estate Insurance, Estate Bonds, Commercial Marine Insurance: Yacht Clubs / Marinas, Marine Trades, Boat Dealers, Cargo Insurance, Mortgage Services: Residential, Commercial,  Construction, Merger & Acquisition Services: Selling a Business, Buying a Business, Financing a Purchase

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.

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 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.


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