Financial Planner

Steve MordenCFP®

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 opportunity to work with hundreds of clients with varying circumstances and complexities. He maintains that success with his clients is based on a comprehensive approach to financial planning. He listens to their needs, and develops a thorough and customized financial strategy- to save money now, and plan for the future.

Steve brings years of experience in both personal and business financial and tax planning. In addition to wealth management strategies, Steve and his team specialize in tax preparation, estate planning. As part of his service, he ensures that clients take full advantage of tax savings opportunities by reviewing and preparing personal and corporate tax returns. Along with tax and estate planning, he focuses on changing cash flow requirements, insurance planning, and portfolio management.

Steve has called Ottawa “home” for most of his life. He attended the University of Ottawa and was a corporate pilot before he launched his career in financial services. He has spent time committed to various organizations including Children’s Village of Ottawa Carleton, Ryan’s Well Foundation and also coached minor hockey for over 15 years.

When Steve’s not working, he enjoys spending time with family and in the outdoors. You may find him backcountry camping, skiing, or enjoying time on the golf course.

Professional Training:

  • Certified Financial Planner Designation
  • Canadian Investment Funds Course
  • Accidents and Sickness Insurance
  • Life License Qualification Program (LLQP)
  • Officers’, Partners’, and Directors’ Course (ODP)