CPN Financial Services Ltd. is a Canadian-owned financial brokerage established by Wes Simons in 1993 and continued by his children and a team of advisors. Guided by a family-centered approach, the firm works with clients to plan for financial security, build wealth and create a legacy for future generations.

Its services include life insurance, wealth management, investment products, financial planning, mortgages and group benefits. Clients can connect with wealth management advisors and insurance brokers to discuss their goals, explore available services and arrange appointments. CPN emphasizes personalized support, flexible scheduling and answering clients’ questions so they can make informed decisions about protecting their families and planning for the future.

The firm reports more than 30 years in operation and $50 million under management. Insurance, investment and group benefits services are provided through HUB Financial Inc., while mutual funds and investment products are provided through Carte Wealth Management Inc. Mortgage and financial planning provider details are not specified in the supplied website text