Financial Planner

Melissa Morden

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 opportunity to enhance her analytical thinking, interpersonal and organization skills.

In 2018 Melissa’s passion for helping people and interest in finance lead her to join Steve, learning from his years of experience and knowledge of working with individuals, families, and business owners. Melissa is currently pursuing her designation as a Certified Financial Planning. She enjoys having the opportunity to help people reach their financial goals and support the team.

Melissa enjoys being in the outdoors, backcountry camping, hiking, and reading. Outside of work you may find her spending time with family, friends and her dog, Wally.

Professional Training:

  • Bachelor of Commerce, Honors, Sprott School of Business, Carleton University
  • Canadian Investment Funds Course
  • Retirement Planning, Canadian Institute of Financial Planning (CIFP)
  • Risk Management and Estate Planning, Canadian Institute of Financial Planning (CIFP)