Steve MordenCFP®

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...
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Gary SimpsonCFP®

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...
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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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