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

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Situational Financial Planning*
Insight can save time, money and sometimes taxes.
J. Paul Wilson, CFP®, ChFC®
 Halifax, Nova Scotia , Canada   
Simpler. Easier. More Affordable.
A CFP will have expertise in one or more of the areas and will refer /work with you and specialists in the other areas as illustrated in the diagram below.
“If it is to be, it is up to me.”
— William H. Johnsen
"You have to do it by yourself and you cannot do it alone."
- Martin Rutte

Certified Financial Planner with years of experience involving hundreds of scenarios.
"In a past life, Paul recruited and trained financial advisors to do the calculations and then design strategies aligning the resources towards clients’ objectives. He has helped design hundreds of strategies and will refer /work with your CPA  and other professionals."

WHO I WORK WITH, Self-starters:

      • Entrepreneurs/Intrapreneurs
      • Small business owners
      • Professionals
      • Self-employed individuals
      • Investment property owners
      • Pre-retirees/retirees

We start with an initial strategy session to determine direction.

1. Clarify what you want
2. Design a strategy to get what you want
3. Find the money to fund what you want

Your Situational Financial Planning is targeted, based on your answer to: “I want this because ....”

Bottom Line: You Save Time, Money and Taxes
Situational Financial Planning

The financial services provided as part of this engagement are of a limited nature and should not be considered as comprehensive financial planning advice.

There will be no direct charges to you for the planning services related to this engagement.

If a product is recommended to address your needs: executive benefit plans,life insurance,retirement income plans,RRSPs,guaranteed investment funds,income annuities,business life insurance,Guaranteed Interest Annuitiesdisability insurance,universal life insurance,critical illness insurance,GIAsjoint annuities,annuities,GIFs,employee benefits,pension plans,mortgage referrals,

We receive or could receive, a commission or fee for financial products and for introductions to other professional services. If that is the case, you will be informed. We take the potential of a conflict of interest seriously.

All recommendations, including those involving the sale of a financial product, are made with only your best interests in mind. We will notify you if there is a conflict of interest of which we become aware regarding our recommendations to you.

Any recommendations involving the sale of investments and/or insurance will be provided through the arrangements outlined in the Disclosure to Clients.

How much insurance is enough?
"How long will I live?"
Cash at Death & WII-FM

Ask WHY before you buy!
Plan with the end in mind.
Why understanding your WHY impacts results.

Guarantees that can help protect your investments
Guaranteed death benefits
Potential creditor protection
Tax and estate planning advantages

What is a Successful Retirement?
Retirement Planning Checklist
Retirement Income Sources

While helping with Financial Security Planning is intellectually and emotionally satisfying, their stories and the lessons learned are fascinating, insightful and inspirational. I am doing research on an "Origin Story Book"  featuring people in business.  The first questions being: How and WHY did you start this journey?

Learn more: Details available at

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

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 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.

** 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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