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

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   From our sponsors: Wouldn’t it be great to shop online without worrying about the way something fits or if you got the right size? Try Smithery to figure out your shape and start shopping! Lianna Kim is a business coach with programs starting as low as $59 a month—she’s the best investment for new business owners looking to take their dreams to the next level Cookies and Cribs Sleep Consulting helps parents, like you, teach healthy independent sleep habits to their kids ages newborn to five years old. Book your free consultation today and mention Mom Halo for 10% off your service. *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.