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®

Financial Planner

With over 35 years’ of experience as a Certified Financial Planner professional, Steve has been helping clients – including individuals at all stage in their lives, families and business owners– to develop comprehensive wealth management strategies. Steve has had the opportu...
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Gary SimpsonCFP®

Financial Advisor

Gary has provided financial services in the Ottawa area for 42 years. In his role, he helps clients choose investments, plan for retirement, and gain financial independence. He has been successful in the financial industry for so long because he enjoys working with long-time...
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Melissa Morden

Licensed Assistant

Melissa grew up learning about taxes and personal finance at an early age from her father. After graduating with a Commerce degree at the Sprott School of Business, Melissa went on to work in various business roles within the provincial government. This provided Melissa an o...
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IPC Securities

Jason Simpson

Wealth Advisor
CFP®, CIM®

Shauna Bradley

Client Services Manager
 

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.