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Retirement in View

Financial Advice - Ottawa City (Ontario)
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Business Address: 240 Catherine St, Suite 201 Ottawa City Ontario K2P 2G8

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Description
Fee Only financial planner in Ottawa Ontario Canada. We specialize in tax and retirement planning for Federal Government Employees, Health professionals, Teaching Faculty, Self Employed Professionals, and Management Executives. We offer independent financial planning and advice. Our advice has been featured in MoneySense magazine, the Globe & Mail, Global News and CBC. Ayana Forward is the owner and founder and she holds the Certified Financial Planner Designation (CFP). She provides unbiased advice regarding pension decisions, government benefits (CPP and OAS), order of withdrawal strategies, tax planning and comprehensive financial plans.

Most Popular Services:

Fee Only Financial Planning: Independent financial advice on an hourly or flat fee basis

Retirement Planning: Cash flow projections, exploring early retirement options, how to maximize government benefits.

Tax Planning and Preparation: double check past returns for missed credits and deductions, tax preparation and efiling, income splitting, small businesses and rental properties

Cashflow: Budget management, goal setting and accelerated debt repayment

Wealth Management: Second opinion and objective portfolio reviews. Comprehensive asset allocation strategies. Fee-based ETF portfolio management available on a referral basis.
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Certifications
  • Certified Financial Planner

Business contacts: Ayana Forward

In business since: 2017

Number of staff: 1

Type of clients: Private

Registration & Certifications Certified Financial Planner

After-hour services available: Yes

Details of these costs: 185.00 an hour

Payment options: Cash, Direct Deposit, Credit Card

Trading times: 9:30

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Retirement Planning Consultation

Complimentary 60-minute Retirement Planning Consultation. Learn more about the benefits of taking a proactive approach to planning for retirement. We'll answer questions you have about your pension options, government benefits (CPP and OAS), tax planning and order of withdrawal strategies.

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