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J. Paul Wilson CFP CLU CHFC TEP

Verified on June 29th, 2011

http://www.jpw.ca

financial planner adviser, estate , retirement,legacy, life and commercial insurance, Informative articles,strategies, enhanced lifestyle planning Halifax Nova Scotia Canada

Individuals - What Paul and his team can do is help you consolidate all of your family assets into one balanced program, so that you can improve your asset accumulation in less time with fewer risks along the way. This means that you are more likely to spend your golden years watching your grandchildren growing up, instead of nervously checking your bank balance or the stock market. 

Business Owners - What Paul and his team can do for you and your business is help you get a clear understanding of your goals for your family and business and then assess your current situation to identify and prioritize your action plans. Your best course of action can then be selected and a timetable set. This can help increase and preserve the wealth you have built up, ensure proper distribution of your assets, provide for your retirement and disability needs and minimize income taxes, estate and transfer charges.

Paul is licensed in Nova Scotia to sell insurance products and is an investment representative with Desjardins Financial Securty Investments Inc. registered to sell mutual funds only in Nova Scotia.

380 Bedford Highway
Halifax, NS
P: (902) 405-8665