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

Go to content

Business Overview

Financial Plan
Business Overview
( a checklist to checkout if you are missing out)

A checklist overview of "Business Financial Planning" to help you determine direction and if you are, or will be, missing out.

The fillable pdf is available for download.

If you are in Nova Scotia, you have the option of discussing and/or completing as part of a complimentary initial consultation.


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 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.

** 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
Privacy Policy
Back to content