Virtual Shoe Box - CLHIA - Insurance, Retirement, Mortgages, Halifax, Nova Scotia, Canada

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Virtual Shoe Box - CLHIA

Financial Plan
Vitual Shoebox
J. Paul Wilson, CFP, CHFC
Keeping track of your personal and household financial documents

What if someone else had to step in and sort out your affairs; could they easily find the right information?

Now they can when you complete Your Virtual Shoebox Guide. Put all your important personal and family information in one place, including items you never thought would be important in a crisis.

Be smart, get organized, and plan ahead with your Your Virtual Shoebox Guide

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
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