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(905) 212-9775

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


Group Benefit Consulting

​A Group Benefits program should be as unique as your business. ​The program should work effectively as an extension of your human resources department​, designed with your objectives in mind.

Group Benefits Services

We will discuss and analyze key factors that may affect your benefit planning.

  • Benefits plan assessment, design, and monitoring
  • Plan renewal
  • Brokering your plan
  • Managed healthcare initiatives
  • Client seminars, scheduled periodically throughout the year
  • Information bulletins to keep you updated
  • Open communication to answer your questions - contact us when questions arise
  • At least once a year, we will asses competitiveness of the plan
  • Maintaining employee records using the latest pension administration system technology
  • Processing benefits on termination, death, or retirement
  • Schedule presentations by the leading quoting carriers—personal contact between you and the provider is critical to a good working relationship​

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.​




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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.

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