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

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Opportunity Analysis

Financial Plan
Invest a Little to Save a Lot
Watch time 2m 50s
Most people want the benefits of a Comprehensive Financial Plan to:

  • ensure their retirement plans
  • increase and conserve wealth
  • be tax efficient
  • get best value for their risk management dollar
  • plan for business succession
  • take advantage of planning opportunities
  • ensure what they want to happen, happens no matter what

The challenge was and is that most people, for whatever reason be it time or money, have difficulty getting a written plan done using the conventional financial planning process

1. An opportunity analysis provides an understanding or overview before you make a significant investment of time.

2. Starting Financial Planning with “finding the money” will increase your cash flow sooner and can enhance results .

Are you open minded to new ideas and to taking a look to see if this approach to financial planning is right for you?

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

Looking forward to speaking soon.

Additional Resources

Often it is possible to accomplish your objectives and get better value for your money by using a process that integrates your goals.  "Thomas" demonstrates how your output from 2 and 2 can be greater than 4 in this 75 second video.

In this 90 second video "Thomas" demonstrates how a strategy can supercharge an outcome by applying Newton's Laws.         

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  paul@jpw.ca
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