About

We have helped Canadians manage their money successfully for over 40 years.

Our Mission

To provide Canadian families with a trusted, human connection in their financial journey, offering personalized guidance through real conversations and genuine relationships.

Welcome to Trailway Wealth Advisors

At Trailway Wealth Advisors, we believe that good things come in small packages. Our boutique team may not have the sprawling offices of big banks, but we offer something far more valuable: time and personalized attention for each of our clients.

The Best of Both Worlds

We've strategically partnered with financial industry leaders like Canada Life, Investment Planning Counsel, and National Bank Independent Network. This unique arrangement allows us to offer you the best of both worlds: the attentive, personal service of a local professional, combined with the extensive resources and product offerings of larger institutions. It's a powerful combination designed to serve your financial needs comprehensively.

Our Story: From Living Room to Boardroom

The Trailway tale began in Gary Simpson's living room on Trailway Circle in Stittsville, Ontario. It was here that Gary Simpson and Steve Morden, supported by their wives Anita Simpson and Joanne Sams, laid the foundation for what would become Trailway Wealth Advisors.

But the story doesn't end there. As our business grew, so did our family. Gary's son Jason and Steve's daughter Melissa have now joined the team, bringing fresh perspectives and ensuring our commitment to personalized service continues for generations to come.

Our Promise to You

We're more than just financial advisors; we're your neighbors, your friends, and your partners in navigating the turbulent waters of finance. Our team is driven by a shared passion: helping you tackle your financial challenges head-on.

At Trailway Wealth Advisors, we're not just working for you; we're working with you. Let's chart your financial course together.

Our Clients

We proudly serve residents across Ottawa, Ontario, and Canada. We work with Canadians to solve common financial issues.

You may be a salaried employee, self-employed, or a small business owner.

A father, mother, or grandparent.

Married, single, separated, or have lost a spouse.

Studying, working, or retiring.

You are unique — and so are the challenges you face. Through decades of experience working closely with hundreds of Canadians like you, we understand how important it is to implement strategies that solve the unique problems in your life.

If you are asking the following questions:

  • “What should I be doing with my money to provide financial security for me and my family?”

  • “How can I protect and grow my wealth, while avoiding taxes and potential mistakes?”

  • “How can I generate an income stream that will afford me the lifestyle I desire?”

Then please consider contacting us for a complementary meeting.

Our Beliefs

Some firms promote overly complicated products and speculative investments. We prefer common sense solutions that work.

Every financial planner on our team is a CFP professional with 15+ years of advising on Canadian-specific financial issues.

We operate independently with a client-first philosophy. That means we have no sales quotas, and no sales managers. You will receive objective advice.

Our team prides ourselves on keeping up with latest industry practices, while staying true to the time-tested principles of wealth management.

These principles include:

  • Spending less than you earn.

  • Avoiding unnecessary taxes and costly investment mistakes.

  • Employing a logical plan for your hard earned money.

Operating Standards

  • Modern enterprise-grade software is used to create plans, execute investment instructions, and secure your data.

  • Institutional investing, insurance and banking partners safeguard your wealth. We do not hold your assets ourselves.

  • Your data and the nature of our conversations are confidential.

  • You will be greeted warmly by team members. We will be thorough, honest, and follow through on all commitments made to you.

  • Meet where you are comfortable:

    • Our office for in person discussion

    • Video calls (Zoom, MS Teams) for your convenience, or

    • Your home, for a personal touch (Ottawa area)

    Schedule meetings directly with your advisor, or book conveniently from your phone using our Contact page.

  • Feel comfortable knowing that recommendations made to you will be presented fairly and transparently. Discussions are open, and collaboration is encouraged.

    You are in the driver’s seat through the entire process.

Recent testimonials:

“With your guidance and watchful eye on our investments I feel very confident that we are living a stress free comfortable life. My wife and I thank you both for your kindness and professionalism.” —Larry (Kanata, ON)

“Jason is always very thorough and responsive.” —Rouaida (Nepean, ON)

“My family and I have been working with Steve for several years and his personalized approach has made planning for our children’s educations and plan for retirement all the difference.” —Bruce (Ottawa, ON)

“I appreciate all the wonderful personal service that Jason and his team provide us.” —David (Nepean, ON)

“Jason - Thank you very much for a very productive meeting. I appreciate your keen overview of the state of my investments.” —Lilianne (Vanier, ON)

“Being a young healthcare professional I knew that managing my finances was essential. Thanks to Steve, I have a clear roadmap for my future and an individual I can trust to navigate any financial challenges that may arise.” —Katya (Kemptville, ON)