Jason Simpson
Trailway Wealth Advisors · Ottawa, Ontario, Canada
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Credentials | CFP · CIM · CIWM |
| Website | www.trailwaywealth.ca |
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Trailway Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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