CPN Financial is a full service brokerage house that provides financial tools that enable families to achieve their goals. Our holistic approach to financial planning has created wealth for many families for over twenty years. We conduct our brokerage with honesty, integrity and discipline. We aspire to excel in all we do. We deliver innovative and high quality professional services and products, consistently meeting and exceeding client expectations. At CPN we believe in wealth creation through planning, commitment, discipline and patience. Following these principles will ultimately lead to financial success.

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future. Preparing for an appointment The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse: - Salary or income, investments and insurance amounts - Pension and registered savings information - Assets and debts - Financial information for any business you own