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What others say details - Insurance, Retirement, Mortgages, Halifax, Nova Scotia, Canada

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What do others say?

David Holt, Co-Founder Digital Cinema Labs
"Paul is an experienced business guy who has a talent for simplifying complex situations and providing practical guidance on both the career and personal financial planning sides. He also has a good heart and is a natural optimist, two important qualities in my view. Because he has such broad experience and is a creative thinker, he tends to add value to any conversation he contributes to."

Jason Fox, Owner,
Glenbourne Chiropractic
"My wife and I are health care professionals in Halifax and do not have a pension to rely upon in our retirement. We had a lot of questions with regards to our future, our children's future and the succession of our business. We needed someone we could trust to educate us on the best options that were available for us keeping "our" goals and needs in mind. We had known Paul and his family through our business and had already built a trusting relationship in this regard. In the summer of 2010 when things looked extremely bleak, we took the step to ask Paul if he would help us with this very important task. He took the time to find out what we really wanted to achieve and educated us on the options that were available to us to reach those objectives.

We now have a solid plan and the products to support our business and family goals. Paul is always available to us and keeps us up to date on changes we may need or want to make to our existing portfolio. We really do appreciate Paul for all he has done for us and consider him a wonderful person to be associated with. We both would recommend Paul to anyone based on his kind, personal service and depth of knowledge in his field. His cards are always available at our reception."


Andrew Blazenko, CFA, CBV
Partner at Sequoia Mergers & Acquisitions
"Blake is a great example of what it means to be a professional. He realizes that he may not have all the answers for you right away (although he has most), but has the high standards to turn to someone inside his firm for expert advice when required.
Dennis Mercado
Managing Director,
Peregrine Immigration Representatives
"A number of years ago, I was referred to Paul for insurance and financial planning advice by a business associate and friend. Actions speak louder than words so the fact that on several occasions I have referred Paul to family and friends others is the best recommendation I can give.

He is professional, knowledgeable, resourceful and takes the time to listen and understand your situation and objectives before making any recommendations."

Tim Doyle, Certified Financial Planner, NWT
"Having a sit down with Paul is always an educational experience worth having. His years in the financial industry have given him an insight that is very valuable to a client or an advisor looking to learn the ropes."



Brent MacNeil
Chiropractor/ Doctor of Chiropractic at Spa Solutions, (Dartmouth) & Therapeutic Approach Health Centre (Halifax) NS
"Paul really understands his clients' objectives, can uncover individual issues and simplify to action plans based on needs and preferences. Patient and never pushy or 'upselling', I feel confident recommending Paul's services."

Bassem El-Deraidy, MSc(Eng), CMC, Managing Partner, BD Consulting Inc

"Paul is very professional, he can understand your issue and simplify it to business actions that are really effective, a very good listener and with a broad knowledge and he is certainly a great business solution provider."



Chung Tang,

MoreCustomersOnline.ca
"Paul was introduced to me by a family member as someone who could be trusted to provide solid insurance and financial planning advice. He helped clarify our objectives, analyzed our situation and then provided a comprehensive solution that fit our budget. I am glad I met him."
Financial Planning,Estate and Legacy Planning,Business Succession Planning, Business Accountant, Tax Planning, Lawyers, Mortgage Broker, Personal Banker, Employee Benefits, Home and Auto Insurance, Commercial Insurance, Health Insurance, Critical Illness Insurance, Long Term Care Insurance, Life Insurance, Disabilty Income Insurance, Investment Management, Lifestyle Planning, Retirement Planning,Financial Services: Life Insurance, Whole Life, Term Life, Universal Life, Mortgage Life Insurance, Critical Illness Insurance, Disability Income Replacement Insurance, Simplified Issue Insurance, Key Person Insurance, Travel Insurance, Dental Insurance, Health Insurance, Health Spending Accounts, Executive Benefits, Employee Benefits, RRSPs, TFSAs, RRIFs, Pension Plans, Estate Planning, Long Term Care Insurance, Guaranteed Investment Funds, GICs, Income Annuities, Accumulation Annuities, Retirement Income Planning, Legacy Planning, Personal Insurance: Home, Auto, Condo, Tenants & Rentals, Boat / Yacht, Motorcycles / Recreational Vehicles, Umbrella Liability Coverage, Commercial Insurance: General Liability, Property, Business Interruption Insurance, Surety Bonds & Trade Credit, Professional Liability, Directors & Officers Liability, Cyber/Privacy Liability, Executor and Estate Insurance, Estate Bonds, Commercial Marine Insurance: Yacht Clubs / Marinas, Marine Trades, Boat Dealers, Cargo Insurance, Mortgage Services: Residential, Commercial,  Construction, Merger & Acquisition Services: Selling a Business, Buying a Business, Financing a Purchase
NOTE:
Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council.

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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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