# Jason Simpson

> Jason Simpson is a fee-only financial advisor at Trailway Wealth Advisors in Ottawa, Ontario, Canada, who holds the CFP, CIM and CIWM credentials. Jason charges a percentage of assets and a one-time planning fee (one-time plans from C$2,500 and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jason-simpson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Trailway Wealth Advisors
- **Based in:** Ottawa, Ontario, Canada
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from C$2,500; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, CIM, CIWM
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **Website:** www.trailwaywealth.ca

## Frequently asked questions

### Is Jason Simpson a fee-only financial advisor?

Yes. Jason Simpson is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### How does Jason charge for financial advice?

Jason charges a percentage of assets and a one-time planning fee.

### How much does Jason charge?

According to Trailway Wealth Advisors's website, checked October 28, 2026: one-time plans from C$2,500; 1% a year on the first tier of assets managed.

### Where is Jason Simpson based?

Jason Simpson is based in Ottawa, Ontario, Canada.

### What does Jason specialize in?

Jason's specialties include retirement planning, tax planning and estate & legacy planning. Jason works with pre-retirees and retirees.

### What credentials does Jason Simpson hold?

Jason Simpson holds the CFP, CIM and CIWM credentials.

### How do I contact Jason Simpson?

Through Jason's website, www.trailwaywealth.ca.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://www.trailwaywealth.ca/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.