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

Desjardins Financial Security Independent Network and Desjardins Financial Security Investments Inc. as well as their counterparts in Quebec, SFL Partner of Desjardins Financial Security and SFL Investments, form a national financial products and services distribution network that provides the following: Financial security planning services; Life and health insurance (personal and group); Savings services; Investment services. Our sales network is spread across the entire Canadian territory and includes: More than 50 financial centres and branches; More than 1,500 representatives.

What makes us so passionate about equipment leasing? We love leasing’s flexibility and how it can be tailored to the specific needs and cash flow cycles of a business. We also love how it doesn’t touch a business’s cash reserves or line of credit, maintaining the company’s ability to respond to challenges as they arise. Mostly, we love the options leasing opens up, and how it allows a business to quickly acquire the equipment it needs to take on new opportunities. Like any successful business, we’re committed to the needs of you, our customer. We want to make applying for and managing your leases as quick and easy as possible, so you can get back to what really matters, your business. To that end we invest heavily in customer service and support, and have been responsible for introducing many new innovations to Canada’s leasing industry, including FastCredit®, an electronic lease application process that assures rapid turn-around of your lease applications.

I develop both short-term and long-term financial plans that help clients plan for every stage in life, whether it be from a single lifestyle, young family to retirement planning and beyond. As a Financial Security Advisor with Freedom 55 Financial, I help reduce the stress of my clients' daily lives so that they can focus on their future. I focus in areas that deal with wealth accumulation and risk management. By doing this, I know I will be taking care of people in 20-30 years and not just for 5 minutes.