Jason Simpson, CFP®, CIM®

Jason is a Wealth Advisor and CFP professional with fifteen years of wealth management experience. He has been helping individuals and families in Ottawa (and across Canada) for his entire career.

With the help of his team, Jason provides personalized financial services to his Canadian clients. This includes implementing investment strategies, detailed retirement plans, and wealth transfer strategies for people who wish to hand down assets from one generation to the next. Jason will be sure to understand your tax situation, whether you work with a professional accountant or prepare your taxes at home.

Having a father in the financial services industry, Jason started his financial education early, often having talks about saving and investing as a teenager. At age 20, he began working with Gary, accelerating his learning over the next several years. Jason's professional mission is to share his and his father’s knowledge with his clients and help them achieve a secure and comfortable retirement. Jason’s goal is to become the premier financial planning office in Ottawa.

Jason's hobbies include reading, technology, and cooking. He is passionate about his family, especially his daughter Audrey.

Gary Simpson, CFP®

Gary has provided financial services in the Ottawa area for 42 years. In his role, he helps clients plan for retirement and reach their financial goals. He has been successful in the financial industry for so long because he enjoys working with long-time clients and solving problems for them. He played football for the Concordia Stingers for three years and the Carleton Ravens for two before his career as a financial professional. He was drafted by the Edmonton Eskimos in 1979, but never played professionally. After football, at age 24, he began his career in the investment industry with a large Canadian firm. Gary is a grandfather, which is a new and exciting role for him. He also enjoys golfing, travelling, and reading. His passions are his work, health, and family. Gary’s current professional goal is to ensure that his team and his clients are incredibly successful over the coming years. Professional Training:

• Canadian Investment Funds Course
• Canadian Insurance Course
• Certified Financial Planner Designation

Shauna Bradley

Shauna is our Client Services Manager with thirteen years working in financial services and accounting roles. She has worked with our team for the last seven years. Prior to joining our team, Shauna worked at a Big 5 Canadian bank, and for a small business in the accounting department. This gives her a wide range of professional experience that is fundamental in helping our advisors and clients.

She is incredibly organized and enjoys using this talent to help the people she works with. 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 (In progress at Algonquin College)

Honourable Mentions: Shauna has received ‘Employee of the Month’ awards at two different firms.