Life Insurance

Many people believe life insurance is simply a death benefit and believe they have time before they need to consider their immortality.

Here’s the fact. Tomorrow is not a guarantee. Today is the best time to ask us at CPN Financial Services Ltd. about your life insurance needs because life insurance is not just a death benefit, it’s the legacy you are creating for your family’s future.

Investment Products

According to a poll conducted in 2018, nearly 32% of Canadians between 45 and 64 have nothing saved for retirement. Whatever their reason for not saving, this statistic is scary.

There is a saying, “you need to pay yourself first” At CPN Financial Services Ltd, we will show you how to pay yourself first, no matter your level of income, so you can begin saving towards your goals today and not become another statistic.

Financial Planning

There is no cookie cutter approach to financial planning because the actual dollar amount you need to save will be driven by the lifestyle considerations you choose. Therefore, you need to work with someone who treats you as an individual. Together with our clients we help them create a solid financial plan providing them with the confidence, knowledge and the security they desire.

Mortgages

At CPN Financial Services Ltd we are happy to have brokers that are mortgage licensed allowing us to be a full-service firm when it comes to your financial needs.

The advantage for you? Your entire financial picture is under one roof. We know you and more importantly we know your financial plan. We can ensure the mortgage we suggest fits in that financial plan so you can become mortgage free faster.

Group Benefits

At CPN Financial Services Ltd we can work with both large firms as well as small firms (even 2 or 3 people) to create a group benefit plan that works for you. We have the resources to get you the coverage you need at an affordable cost.

Work with us to create a group benefit plan that shows your employees how valuable they are to you and that you care about their future health and wellness.

Creating Wealth Today
Creating a legacy for generations to come.
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