Nicole Simons B.A.

Wealth Management Advisor and Insurance Broker

As a licensed insurance broker and part owner of CPN Financial Services, Nicole assists her clients with a range of financial needs. From life insurance and investments to retirement planning and educational savings plans, Nicole helps individuals and families navigate integrated wealth management solutions to achieve their goals.

With her innate ability to create genuine connections and her precise professional efficiency, Nicole takes a holistic and personal approach to financial planning and wealth building that resonates with her clients.

nicole@cpnfinancial.com
+1 (905) 212-9775
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Work with one of our amazing advisors.
Shanika Morgan
Wealth Management Advisor and Insurance Broker
Peter Simons B.A.,B.Ed.,C.L.U.,C.H.S.
CEO, Wealth Management Advisor, and Insurance Broker
Damian Alexander C.L.U.
Wealth Management Advisor and Insurance Broker
Creating Wealth Today
Creating a legacy for generations to come.
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