Our Team

With over 35 years’ of experience as a Certified Financial Planner 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 had the opportunity to work with hundreds of clients with varying circumstances and complexities. He maintains that success with his clients is based on a comprehensive approach to financial planning. He listens to their needs, and develops a thorough and customized financial strategy- to save money now, and plan for the future.

Steve brings years of experience in both personal and business financial and tax planning. In addition to wealth management strategies, Steve and his team specialize in tax preparation, estate planning. As part of his service, he ensures that clients take full advantage of tax savings opportunities by reviewing and preparing personal and corporate tax returns. Along with tax and estate planning, he focuses on changing cash flow requirements, insurance planning, and portfolio management.

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.

When Steve’s not working, he enjoys spending time with family and in the outdoors. You may find him backcountry camping, skiing, or enjoying time on the golf course.
 

Professional Training:

• Certified Financial Planner Designation
• Canadian Investment Funds Course
• Accidents and Sickness Insurance
• Life License Qualification Program (LLQP)
• Officers’, Partners’, and Directors’ Course (ODP)

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.

Insurance products available through Jason Simpson.

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. This provided Melissa an opportunity to enhance her analytical thinking, interpersonal and organization skills.

In 2018 Melissa’s passion for helping people and interest in finance lead her to join Steve, learning from his years of experience and knowledge of working with individuals, families, and business owners. Melissa is currently pursuing her designation as a Certified Financial Planning. She enjoys having the opportunity to help people reach their financial goals and support the team.

Melissa enjoys being in the outdoors, 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)

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 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.