JPW.ca Information

Pieces of a puzzle - no picture, just the pieces. 1. No picture = procrastination and frustration 2. No picture = paint your own = control, excitement and satisfaction For over 30 years, I have had the privilege, yes, the privilege, of helping business owners clarify objectives and assemble puzzles. 1. When you clarify what you want to happen and then design a strategy to make it happen, money is usually involved now, in the future and just in case. Financial Planners are specially trained to "find money". 2. Additional challenges and opportunities are faced by: - Small business owners - Self-employed individuals - Individuals with commission income - Investment property owners - New Canadians Financial Planners understand how the "pieces of the puzzle" fit together 3. Many people have a multitude of advisors – accountants, lawyers, stockbrokers, bankers, mutual fund salespeople, and insurance agents. The challenge is that with so many advisors offering well-meaning, but often-conflicting advice some of their clients are frozen like deer in the headlights. Worse still is that in many instances RISK is unintentionally increased. Working with an experienced CFP (a Certified Financial Planner licensed by the Financial Planners Standards Council) can potentially reduce risk. Paul, an experienced CFP. will refer /work with your CPA and other professionals. Taking the time to listen to understand. Contact on LinkedIn or visit https://JPW.ca for more information. Paul J Paul Wilson CFP®, ChFC®