Don Taylor

Financial Planner

For over 25 years, Don has provided integrated planning solutions to business owners, professionals, retirees and individuals saving for their retirements. He has obtained both his Chartered Life Unde...
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Gary Simpson


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 footba...
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Steve MordenCFP®

Certified Financial Planner®

Steve Morden grew up in our nation’s capital and attended the University of Ottawa. He started his career in the financial services industry in 1990 with one of Canada’s largest companies and received...
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Nancy TaylorFLMI

Operations Manager

Nancy has more than 20 years experience assisting and servicing clients and administratively monitoring client investment and wealth portfolios. She is a Fellow, Life Management Institute, having comp...
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Norman Stotland

Financial Advisor

Norm has been in the financial services industry for over twenty-eight years. Originally from Montreal, Norm's clientele are both from Ontario and Quebec. He is dedicated to the business and prides hi...
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