What others say - Planning with WHY? - Situational Financial Planning, Halifax, Nova Scotia, Canada

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What others say

What do others say?
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
Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council.

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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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