Steve Morden, CFP®
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...
Read more Gary Simpson, CFP®
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...
Read more 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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