What clients say - Insurance Retirement Income Investments , J. Paul Wilson, Certified Financial Planner, Halifax, Nova Scotia, Canada

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"Paul really understands his clients' objectives, can uncover individual issues and simplify to action plans based on needs and preferences. Patient and never pushy or 'upselling', I feel confident recommending Paul's services." 

Top Qualities: Personable, Expert, High Integrity

Brent MacNeil
Chiropractor/ Doctor of Chiropractic at Spa Solutions, (Dartmouth) & Therapeutic Approach Health Centre (Halifax) NS

"A number of years ago, I was referred to Paul for insurance and financial planning advice by a business associate and friend.
Actions speak louder than words so the fact that on several occasions I have referred Paul to family and friends others is the best recommendation I can give.

He is professional, knowledgeable, resourceful and takes the time to listen and understand your situation and objectives before making any recommendations."

Top qualities:
Great Results, Personable, Expert

Dennis Mercado

Managing Director
Bishop and James Consulting Ltd


"My wife and I are health care professionals in Halifax and do not have a pension to rely upon in our retirement.
We had a lot of questions with regards to our future, our children's future and the succession of our business. We needed someone we could trust to educate us on the best options that were available for us keeping "our" goals and needs in mind. We had known Paul and his family through our business and had already built a trusting relationship in this regard. In the summer of 2010 when things looked extremely bleak, we took the step to ask Paul if he would help us with this very important task. He took the time to find out what we really wanted to achieve and educated us on the options that were available to us to reach those objectives.

We now have a solid plan and the products to support our business and family goals
. Paul is always available to us and keeps us up to date on changes we may need or want to make to our existing portfolio. We really do appreciate Paul for all he has done for us and consider him a wonderful person to be associated with. We both would recommend Paul to anyone based on his kind, personal service and depth of knowledge in his field. His cards are always available at our reception"

Top qualities:
Personable, Expert, High Integrity

Jason Fox
Glenbourne Chiropractic


"Paul is very professional, he can understand your issue and simplify it to business actions that are really effective
, a very good listener and with a broad knowledge, he is certainly a great business solution provider"

Top qualities:
Expert, Good Value, High Integrity

Bassem El-Deraidy, MSc(Eng), CMC

Managing Partner
BD Consulting Inc


Paul was introduced to me by a family member as someone who could be trusted to provide solid insurance and financial planning advice.
He helped clarify our objectives, analysed our situation and then provided a comprehensive solution that fit our budget.

I am glad I met him.

Top Qualities: Good value, High Integrity, Expert

Chung Tang


When I was introduced to Paul by a business associate he said that most business owners are too busy working IN their business to work ON their business.
I told him truer words were never spoken.

Paul has been able to work with me and my hectic schedule to help me with my financial security planning.
He is very knowledgeable, thorough and takes the time to listen to my objectives before recommending action.

Top Qualities
: Personable, Expert, High Integrity

Alex Theoharopoulos

Revma Electric Ltd.

Learn who I help and the issues they face by clicking here.

Contact Information

J. Paul Wilson, CFP, CHFC
Halifax, Nova Scotia, Canada
Office (902) 405-8665  Mobile (902) 488-4982
Toll-free Fax (866)-436-1207 Email  paul@jpw.ca

** Email Disclosure: For your convenience, you have the option of contacting us by email. Please note that no email is 100% secure. We ask that you only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number.

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