Our Team

 

Bringing over 50 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Steve MordenCFP®

Certified Financial Planner®

With over 25 years’ of experience as a Certified Financial Planner, Steve has been helping clients – including individuals at all stage in their lives, families and business owners– to develop comprehensive wealth management strategies. Steve is committed to his “clients com...
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Gary SimpsonCFP®

Certified Financial Planner®

Born in Ottawa, Gary Simpson has lived in the nation’s capital for almost all of his life. After graduating from Nepean High School, he attended Concordia University in Montreal where he played football for the school and completed his Bachelor of Commerce degree. After grad...
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Shauna Bradley

Administrative Assistant

Shauna, as administrative assistant provides a wide range of operational and administrative services. Her efficient and effective support enhances how the team helps clients attain their financial goals.
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Our Consultants

Jason Simpson

Wealth Advisor, IPC Securities Corporation

Jasmin G. Gaudreau

Mortgage Broker (Lic#M08001961), Mortgage Intelligence (Lic#10428)
 

Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effects of their efforts are always rewarding.