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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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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