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

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Our Planning Team

Although ignorance can be bliss - it also can be expensive.
It is important to know enough- so that you know what you do not know.

We will work with your existing advisors whenever possible.
We also have a professional network that includes of some of the top accountants, business valuators and tax & trust lawyers in Nova Scotia to assist when necessary.
In addition insurance and other financial companies have specialists available as a resource including:
Tax and Estate Planning Partners

Product Specialists
Life Insurance
Living Benefits (Disability, Critical Illness, Health)
Group Insurance (Employee Benefits)
Pension Plans
Home, Automobile and Commercial Insurance

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, As brokers we are not obligated to do business with any single company or group.


The information contained on 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.

Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council.

** 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  paul@jpw.ca
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