Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Steve Morden

CFP®
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 a...

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 we...

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Steve Morden

CFP®
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 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)

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 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)

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.