CEO, Wealth Management Advisor, and Insurance Broker
Peter Simons is the CEO and managing director at CPN Financial Services Ltd. Peter manages the day to day operations with an emphasis on asset acquisition through the retail channel. As the managing director Peter provides access to opportunities for CPN clients through strategic partnerships developed over his 17 year career. “My job is to create innovative strategies that produce generational wealth for our clients".
Peter also runs the non for profit Seeds For Success, a financial literacy program aimed at providing financial education for youth ages 7-18.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated your insurance contract.
*Insurance products, investment products, group benefits and services provided through HUB Financial Inc.
**Mutual funds & Investment products provided through Carte Wealth Management Inc.
*** Mortgages provided through (Add the name of the broker)
**** Financial Planning provided through (who does financial planning)