Life Insurance
Financial support when you need it most.
Wealth Management
Grow your assets one dollar at a time.
Mortgages
Let us be your guide to your new home.

Why CPN Financial Services Ltd?

At CPN Financial Services Ltd. we believe in family. To us family extends beyond our family tree and includes our team, our clients and yes, even you! We value every member of our team and all our clients for the role they play in our growth.

There’s no 9 to 5 for us, we consider your entire family with a schedule that works for you. We don’t stop until your questions are answered and you are secure in knowing your family is protected.

Let us welcome you into our family!

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30+
Years in Operation
$50M
Under Management
100%
Canadian Owned

Our Story

Wes Simons established CPN Financial Services Ltd. in 1993. It was his dream to start a successful financial brokerage that he could one day pass onto his children. To that end, he named his company CPN. The names of his three children, Collin, Peter and Nicole.

“The best way to see your future is to create it” was one of our Father’s favourite sayings and the motto we live by with each of our clients.

When you look at our logo you will see a Copper beech tree. A tree that takes 100 years to grow and in most cases the person who plants the tree will not be around to see the tree grow to it’s full potential. Only generations after will be able to enjoy the shade that tree has to offer.

Like this tree, our father gave our business roots and those roots continue to grow every day thanks to our amazing team of brokers here to assist you on your journey to creating your future.

If not for these three things; our Father’s vision, us continuing his legacy and our team supporting that legacy every day, CPN Financial Services Ltd. would not be what it is today.

Meet Our Team
Work with one of our amazing advisors.
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Peter Simons B.A.,B.Ed.,C.L.U.,C.H.S.
CEO, Wealth Management Advisor, and Insurance Broker
Nicole Simons B.A.
Wealth Management Advisor and Insurance Broker
Collin Simons
Wealth Management Advisor and Insurance Broker
Shanika Morgan
Wealth Management Advisor and Insurance Broker

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Creating Wealth Today
Creating a legacy for generations to come.
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