Your Team

Your wealth advisory team in Ottawa

Trailway Wealth Advisors is an established family-owned financial planning and services firm in Ottawa, Canada.

Gary Simpson - Executive Chairman

Gary has provided financial services in the Ottawa area for over 40 years. He has helped hundreds of clients invest and retire successfully.

Before his career as a financial professional, he played football for the Concordia Stingers for three years, and the Carleton Ravens for two.

Today he enjoys golfing, travelling, and reading. Presently, his focus is to ensure his long-time clients receive a high standard of care from the Trailway team.

Professional Training:

  • Bachelor of Commerce, Honors, Carleton University

  • Certified Financial Planner CFP®

  • Canadian Investment Funds Course

  • Canadian Insurance Course

Steve Morden CFP® - Senior Planner

With over 35 years’ of experience as a CFP 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 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.

Professional Training:

  • Certified Financial Planner CFP®

  • Canadian Investment Funds Course

  • Accidents and Sickness Insurance

  • Life License Qualification Program (LLQP)

  • Officers’, Partners’, and Directors’ Course (ODP)

Jason Simpson CFP® CIM® - Senior Planner

At age 20, Jason joined the financial services industry. He has over 15 years’ of experience helping Canadians manage their wealth.

Jason specializes in financial planning for clients in the area of investing, retirement, tax, insurance and estate.

Professional Training:

  • Certified Financial Planner CFP®

  • Certified Investment Manager CIM®

  • Life License Qualification Program (LLQP)

  • Canadian Securities Course (CSC)

  • Wealth Management Essentials (WME)

  • Portfolio Management Techniques (PMT)

  • Advanced Investment Strategies (AIS)

  • Conduct and Practices Handbook (CPH)

  • Estate Planning for High Net Worth Clients

  • Retirement Planning for High Net Worth Clients

  • Dealing with Special High Net Worth Client Situations

Shauna Bradley - Operations Manager

Shauna is the Operations Manager at Trailway. She began her career with the team in 2016. Prior to joining us, Shauna worked at a Big Five bank, and in the accounting department of a local Ottawa business. These roles give her a wide range of professional experience that is fundamental in helping our clients. She has over 13 years working in financial services roles.

Her hobbies include reading, playing (and watching) football, and golfing. She is passionate about family, often spending time with her husband Sam and their two dogs - Louis and Clark.

Professional Training:

  • Canadian Investment Funds Course

  • Bookkeeping Certification (Algonquin College)

  • Client Relations Certification (Algonquin College)

Melissa Morden - Junior Planner

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 before joining Trailway Wealth Advisors in 2018.

Melissa enjoys 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

  • PPI Management Inc.

  • IPC Portfolio Services

  • CI Investments

  • Vanguard Investments

  • Dimensional Fund Advisors

  • Sunlife Investments

  • National Bank Independent Network

    … and more!

Contact Us

Hours
Monday–Friday
9:30am–4pm

(by appointment)

Phone
(613) 226 1595

Email
Click here

Location
35 Antares Drive
Ottawa, Ontario