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 ayana@retirementinview.ca 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 ayana@retirementinview.ca.


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

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 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

Fee Only Financial Planner Ottawa

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

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