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Protecting Your Businesses - Insurance, Retirement, Mortgages, Halifax, Nova Scotia, Canada

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Financial Plan
"You have to do it by yourself and you cannot do it alone."
                         - Martin Rutte (Author, speaker)

Protecting your business

You’ve worked hard to build your business; I want to help you protect it. Whether starting a new venture or maintaining a successful one, I can help you address your needs:

  • Business Succession

  • Corporate Tax & Estate Planning

  • Buy -Sell funding (Partnership & Shareholder Agreements)

  • Life insurance

  • Disability insurance

  • Key Person insurance

  • Business Creditor Loan Insurance

  • Wealth Creation

  • Executive Compensation Plans

  • Critical illness insurance

  • Long term care insurance


Protecting your employees

Your business or organization is unique, and so are your people. Whether you have three or 35 employees, I have access to comprehensive group benefits plans to help you retain your valuable staff:

  • Benefits plans for small business

  • Group RRSP and Pension Plans

  • Health-care and dental-care benefits

  • Wellness and disability benefits

  • Life and accidental death and dismemberment benefits

  • International benefits plans

  • Online services 

NOTE:



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  paul@jpw.ca
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