Member

Jason Simpson

Ottawa

IPC Securities / Trailway Wealth Advisors Inc

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Jason Simpson

Member Bio

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Ottawa-based Investment Advisor & Financial Planner working primarily in the retail family market.

Specializations

Estate Planning
Financial Planning
Investment Management
Tax Filing
Tax Planning

Designation(s)

CFP (Canada)
CIM

Compensation Models

Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

No items found.

Education

Assets Under Management

Practice Size

Investment License

Securities

Provinces Licensed (Investment)

Alberta
British Columbia
Ontario
Quebec
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