"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
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.
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J. Paul Wilson,CFP®, ChFC®
Certified Financial Planner
27 Blue Thistle Road Halifax, Nova Scotia, B3S 1M3