Our Team

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 Underwriter and Chartered Financial Consultant designations and he specializes in investment strategies, insurance and estate & succession planning. Don also customizes employee benefits and group retirement plans.

Insurance products available through Donald Taylor.

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 graduating from Concordia, Gary moved back to Ottawa and was recruited by a large financial services company. Here he completed his Certified Financial Planner designation. After four years he decided to start his own practice that he still operates to this day.

Gary specializes in investing, retirement, estate and tax planning. When asked what his favourite part of the job is, Gary replies that he genuinely likes helping people and enjoys the long-term relationships that he forms with clients. In his free time, you may find Gary enjoying a book, a round of golf, or spending time with his family and friends.

After decades in the industry, Gary and his team have the advantage of experience combined with the most up to date resources to provide clients with intelligent and accurate advice.

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 his CFP designation. He now enjoys running a successful practice in his native city. Steve, his wife, and his three children currently reside in Kemptville.

Steve specializes in investing and tax planning. When asked what he loves most about his job, he replies that it’s the friendships formed with clients. Helping people is very fulfilling for Steve –with his 20-plus years of industry experience and education, he has the opportunity to assist clients with complex financial situations.

At one point Steve held a pilot license, and actually flew commercially for a few years, before his career as an advisor. He coached minor hockey in the Kemptville area for 15 years and is also an avid sailor. He has been involved in philanthropic efforts for over 20 years – he is the past chair of Children’s Village of Ottawa Carleton and for more than a decade had previously also served as a treasurer for the Ryan’s Well Foundation, a charity committed to providing clean water to developing countries and communities.

Steve is a diligent financial planner who takes a straightforward approach with clients and truly cares about their success.

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 completed a rigorous professional development program that provides a comprehensive business education in the context of the insurance and financial services industry. Nancy provides a wide range of operational and administrative services to the team.

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 himself with a very personal approach. 
He is able to provide both managed solutions ( mutual funds and GICs) and life insurance including accident and sickness insurance. 

Insurance products available through Norman Stotland.

Contact Number : 613 226-2202