Disclosure the fine print - Situational Financial Planning, Legal & ID Shield, Halifax, Nova Scotia, Canada

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Disclosure the fine print


Your initial investment is your valuable time, the initial Strategy Session is Free, and you are under no obligation whatsoever. Like many professionals, I offer a free initial consultation to attract new potential clients and determine if there is a fit.

Your questions will be answered to help determine your priorities and how you would like to proceed.

For over 30 years, I have helped people in the hundreds in a wide range of scenarios, as a resource to financial planners/advisors and directly. Valuable experience was gained doing something I truly enjoyed. The tradeoff was managerial responsibilities left little time to focus on building on my client base.

The challenge of solving problems and the positive impact that has on people's lives is a source of great satisfaction to me. Now that I am retired as a manager, I have chosen to keep helping people find solutions utilizing technology to simplify the process.

I receive or could receive a commission or fee for certain banking products and introductions to other professional services. If that is the case, you will be informed.

I usually refer mortgages and financing to my son, Blake Wilson, at The Blake Wilson Group (TMG).

If a product is recommended to address your needs, I offer:

  • Life insurance, guaranteed investment funds (GIFs), critical illness insurance, annuities, disability insurance, guaranteed investment certificates (GICs), group pension and employees benefit through several insurance and financial services companies using IDCWIN as my MGA.

Most products for individuals and businesses generate a commission at the time of sale and may provide a renewal (or service) commission if you retain that policy with the company.

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,simplified issue life insurance,disability insurance,critical illness insurance,travel insurance,RRSPs,pension plans,retirement income plans,custom designed risk management,income annuities,executive benefit plans,health insurance,mortgage referrals,joint annuities, We am not obligated to do business with any single company or group.

The Financial Planners Standards Council

(FPSC) was created in 1995 to simplify things for consumers and raise the bar for those holding themselves out as financial planners by establishing the CFP™ designation as the pre-eminent financial planning designation in Canada. Individuals holding the only internationally recognised financial planner designation, the CFP (Certified Financial Planner) designation, are well trained and adhere to a code of ethics that puts the consumers best interest first.

I am a Certified Financial Planner (CFP) and Financial Plans are provided under that license. If engaged to perform financial planning services on a fee for service basis, then you own the plan and are under no obligation to purchase insurance, financial and/or investment products that may have been recommended as part of the plan through me. The initial strategy session is complementary and you are under no obligation.


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 the 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  paul@jpw.ca
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