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

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Financial Plan
"You have to do it by yourself and you cannot do it alone."
                         - Martin Rutte (Author, speaker)
Investment products
Whether saving for your child’s education, planning a vacation, building a nest- egg or managing your finances during retirement, I can help you create an investment portfolio that fits your needs.

Guaranteed Investment Funds (GIFs) or segregated fund policies

Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.   CLICK HERE


Financing a home may be the biggest financial decision you make.  I can help you make the right decision by helping tailor a mortgage to your financial security plan. I work with mortgage planning specialists, who have the knowledge and experience to help select a mortgage that works for you.

Other investment products

I also offer a range of specialized investment products, including:
Specialized investment solutions
Registered education savings plans (RESPs)
Registered retirement savings plans (RRSPs)
Registered retirement income funds (RRIFs)
Tax Free Savings Accounts (TFSAs)
Guaranteed interest options and payout annuities
Insurance products
Along with helping you build and manage your investments, I can help you choose insurance products to minimize financial risk to you and your family.

Individual life insurance

Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.

Disability insurance

Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.
Critical illness insurance (Quote / Apply online for basic coverage)

A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.

Health and dental insurance (Quote / Apply online)
Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. I can help you build a plan that supplements your provincial government plan.

Travel insurance (Quote /Apply online)
Choose the plan that’s right for you

For travel outside your home province or Canada choose:

an Emergency Medical Plan that provides coverage for an unexpected medical emergency during your trip; or
the Travel Canada Plan that provides emergency medical benefits at half the premium when all your travel is within Canada; or
an All-Inclusive Plan if your plans include pre-paid travel arrangements. Includes Emergency Medical, Trip Cancellation and Interruption, Baggage Loss, Damage and Delay, and Flight and Travel Accident. Or you can purchase the Trip Cancellation/Interruption insurance separately.

For Visitors to Canada choose:

the level of coverage that’s right for you
optional Trip Interruption or Travel Accident
Multi-Trip or Single-Trip plans
For Full-Time Students including:

International Students studying in Canada
Canadian Students studying abroad
Canadian Students studying in Canada but outside their principle province of residence


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.

** 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. Do not include sensitive information such as income, 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
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