Financial advice for Canadian families.
Are you feeling overwhelmed by your financial situation? Do you wish you had someone to turn to for expert guidance? Look no further than Trailway Wealth Advisors.
Our team of experienced advisors in Ottawa specialize in helping individuals and families achieve financial success. We can work with you to define your financial goals and develop a customized plan to help you achieve them.
Team
Our experienced team of professionals will provide you with the personal service you deserve.
Clients
Proudly serving Canadian individuals and families in Ottawa and across Ontario.
Services
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Our pension-style approach to investing focuses on your key goals: safety, capital preservation, income, and growth.
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With a focus on investing, retirement income, wealth transfer to the next generation, and taxation.
Included for investment clients with qualifying accounts.
Also available for a one-time cost (aka “advice only” or “fee based” planning).
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Life and critical illness insurance can be important to protect your family and preserve your wealth.
Feel comfortable with our objective, no-pressure, slow-and-steady approach to insurance.
Feel confident and secure in your financial future.
Contact us to schedule a complementary one-on-one meeting with experienced advisors Jason Simpson and Steve Morden.