Solutions for your future needs.

Book a meeting

(905) 212-9775

CPN Wealth Management
2601 Matheson Blvd. East
Suite 209
Mississauga ON L4W 5A8
Phone: (905) 212-9775 Fax: (855) 312-0357
Contact us

Employee Retirement Plans


Employee Retirement Plans

We can design your employee retirement plan to incorporate the following:

  • Analysis of available investment vehicles and associated yields
  • Investment tracking and reinvestment alternatives
  • Individual financial and investment consulting
  • Establishment and management of individual registered and non-registered retirement savings plans
  • Self-directed RRSPs, group RRSPs, & RESPs

Group Retirement Options

When your employees retire or are approaching retirement, they will need help through this period of change. Professionals are available to educate your employees about all available retirement income vehicles. We offer the expertise and services to ease the transition to retirement for your retirees:

  • Retirement consulting
  • Retirement income projections
  • Establishment of retirement income vehicles—RRSPs, RRIFs, LIRAs, LIFs, annuities

Individual Group Investment Products

Whether you are making investment contributions to save for future expenses or retirement, the Group Investment Program allows you to take control of your personal portfolio and achieve your financial goals with peace of mind.

  • Lower investment management fees
  • No front- or back-end sales charges
  • No deferred sales charges (DSCs)
  • No minimum investment
  • Pre-authorized cheque (PAC)
  • Spousal RRSPs
  • Self-directed RRSPs
  • No annual administration fees
  • Consolidated statements

This information is intended to general educative reference only. This group material is not a specific piece of advice for any one situation as every solution is different.




Enter your date of birth to get started.

Committed to providing solutions for your future needs.

Book a meeting

Recommend us to your friends!

Tell a friend

Subscribe to our Newsletter



The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Peter Simons and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutuals funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.

Insurance products, financial, tax and estate planning, and other related financial services are provided by CPN Financial Services and their associates and are not the business of, or monitored by Sterling Mutuals Inc.

Nicole Simons, Richard Nicholson, Damian Alexander and Wes Simons are not advisors or have any affilliation with Sterling Mutuals Inc. and cannot advise on or sell mutual funds and only represent the insurance products and services of CPN Financial.

Financium.getAdvisorInfo()=miss Financium.getPage()=miss Financium.getPage()=miss