S2 | E7 Expert Spotlight: Nicole Simons, Wealth Management Advisor

Mom Halo

Nicole Simons is a new mom and a wealth management advisor at CPN Financial Services. She uses her expertise to teach women how to protect, diversify and grow their financial assets. She offers one-on-one coaching, hassle-free communication and customized plans to help women manage and eliminate debt. She’s also a licensed insurance broker who can recommend life insurance and living benefits solutions to protect your family and your income.

Topics discussed:

• Why her dad started CPN Financial—and what CPN stands for
• The kind of advice she would give someone who has the short-term goal of getting into the real estate market
• What is the stock market?
• TFSAs—what are they, why we need one and how we should use it
• How guardians can save for kids’ education and help it grow
• The lowdown on RRSPs
• Inflatation and the state of real estate in Canada right now
• And more!

For more Nicole Simons, please visit:

CPN Financial Services on the web

@AdvisorOnTheGo on Instagram

@NicoleSimonsCPN on Facebook

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*Warning—this podcast is completely unfiltered. If you are around young children, we suggest headphones.

**Disclaimer: All opinions of our guests are their own and in no way represent those of Alana Kayfetz.