Retirement in View
240 Catherine St
Ottawa ON K2P 2G8
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 Ottawa.
My 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@example.com to schedule an initial consultation.
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 firstname.lastname@example.org.
Enough Already—When to Stop RRSP Investing | Golden Girl Finance
Are you on speaking terms with your old pensions? Ignoring them could cost you | Financial Post
Is there such a thing as good debt? | CBC News
What to do with a sudden inheritance | MoneySense
Life after a big job loss | MoneySense
What can you do if you earn a high income but are drowning in debt? | MoneySense
Can these newlyweds save a down payment for a home in a hot market? | Globe and Mail
To attract younger clients, offer what they’re looking for | Globe and Mail
A guide to thriving as a single-income family | MoneySense
Daily Wrap-up: TSX manages to close flat | Wealth Professional
Millenials and RRSPs | CBC Radio
Do I repay HBP loan to the same RRSP account? | MoneySense
Am I eligible to use the HBP a second time? | MoneySense
Should this young homeowner invest or pay down debt? | MoneySense
When do you owe tax on an investment property? | MoneySense
Slash capital gains tax with this property sale strategy | MoneySense
Reporting the sale of a rental property | MoneySense
Blame the name? TFSAs not used effectively by many Canadians | CBC News
A low-fee portfolio for DIY investors | MoneySense
A dividend paying ETF portfolio to last a lifetime | MoneySense
Retirement's changing face | MoneySense
How to retire at 55 on $55,000 a year | MoneySense
Fee Only Financial Advisor Ottawa
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.
Order of withdrawal strategies for investmentsEarly retirement optionsGovernment benefit strategiesComparison of multiple scenariosPension Decisions
Tax Minimization Strategies:
Income tax estimates on lump sum buyoutsIncome splittingTax preparation and efiling
Cash Flow and Budgeting:
Cash flow projectionsPriority settingGoal setting and planning
Advice only consulationsNo third party product salesNo minimums requiredIndependent unbiased advice
Investment Portfolio Advice and Wealth Management:
Second opinion and objective portfolio review serviceAsset allocationTax locationFee-based ETF portfolio management available on a referral basis
Ayana Forward, CFP®
Retirement in View
240 Catherine St. Suite 201
Ottawa ON K2P 2G8
Centretown, The Glebe, Golden Triangle, Westboro, Hintonburg, Kanata, Nepean, Orleans