Lovely to meet you...

Hi... I'm Ayana Forward, a Fee-Only Certified Financial Planner in Ottawa, ON, Canada. I have helped hundreds of boomers and recent retirees get a clear plan in place for their finances during retirement. I have been featured as a financial expert in The Globe & Mail, MoneySense Magazine, Global News and CBC. I hold a Bachelor's Degree in Commerce from the University of OttawaMy specialty is helping boomers, self-employed professionals, Federal Government employees, Faculty and Health Professionals plan for a secure and comfortable retirement.When I'm not chasing around my two boys Hayden and August, you can find me cheering on Ottawa's sports teams from the Redblacks to the Senators.I'd love to hear how your retirement planning is coming and see if I can help you get a clearer picture of how your finances will look during this exciting time.Please feel free to call 613-416-9593 or email me at [email protected] to schedule an initial consultation.

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Ayana Forward Resume

Ayana Forward is available for quotes as a financial and retirement planning expert. She is a Fee-Only Certified Financial Planner based in Ottawa Ontario Canada. Below is a listing of her media mentions. She is the founder of Retirement in View and can be reached at [email protected].

Ottawa advisor values independence | Investment Executive
Why downsizing your home in retirement may not be as simple as you think | The Globe and Mail
How Much Should I Have in my RRSP for My Age | MoneySense
Do you need Health and Dental Insurance in Retirement | The Globe and Mail
Enough Already—When to Stop RRSP Investing | Golden Girl FinanceAre you on speaking terms with your old pensions? Ignoring them could cost you | Financial PostIs there such a thing as good debt? | CBC NewsWhat to do with a sudden inheritance | MoneySenseLife after a big job loss | MoneySenseWhat can you do if you earn a high income but are drowning in debt? | MoneySenseCan these newlyweds save a down payment for a home in a hot market? | Globe and MailTo attract younger clients, offer what they’re looking for | Globe and MailA guide to thriving as a single-income family | MoneySenseDaily Wrap-up: TSX manages to close flat | Wealth ProfessionalMillenials and RRSPs | CBC RadioDo I repay HBP loan to the same RRSP account? | MoneySenseAm I eligible to use the HBP a second time? | MoneySenseShould this young homeowner invest or pay down debt? | MoneySenseWhen do you owe tax on an investment property? | MoneySenseSlash capital gains tax with this property sale strategy | MoneySenseReporting the sale of a rental property | MoneySenseBlame the name? TFSAs not used effectively by many Canadians | CBC NewsA low-fee portfolio for DIY investors | MoneySenseA dividend paying ETF portfolio to last a lifetime | MoneySenseRetirement's changing face | MoneySenseHow to retire at 55 on $55,000 a year | MoneySenseHow long it takes to get your tax refund in Canada and how to spend it | MoneySense

Fee Only Financial Advisor Ottawa

Financial Plan
Investments
Tax Planning

Fee For Service Certified Financial Planner:

As the owner of Retirement in View I offer independent financial advice on an hourly or flat fee basis.Because I do not offer any commission based financial products for sale, my advice remains completely objective. I work directly for for you, without conflict of interest.

Retirement Planning Ottawa:

- Order of withdrawal strategies for investments
- Early retirement options
- Government benefit strategies
- Comparison of multiple scenarios
- Pension Decisions

Tax Minimization Strategies:

- Income tax estimates on lump sum buyouts
- Income splitting
- Tax preparation and efiling

Cash Flow and Budgeting:

- Cash flow projections
- Priority setting
- Goal setting and planning

Fee Only Financial Planner Ottawa

- Advice only consulations
- No third party product sales
- No minimums required
- Independent unbiased advice

Investment Portfolio Advice and Wealth Management:

- Second opinion and objective portfolio review service
- Asset allocation
- Tax location
- Fee-based ETF portfolio management available on a referral basis

Ayana Forward, CFP®
Retirement in View
240 Catherine St. Suite 201
Ottawa ON K2P 2G8

Areas Served:
Centretown, The Glebe, Golden Triangle, Westboro, Hintonburg, Kanata, Nepean, Orleans