Members

Ayana Forward

Ottawa
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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Ayana Forward

Member Bio

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Ayana Forward is an Independent Certified Financial Planner based in Ottawa. She is the owner of Retirement in View, a fee based financial planning firm specializing in assisting clients who are within 1-5 of years of retirement navigate the financial and lifestyle aspects of transitioning out of the work force. She helps clients make more informed financial decisions surrounding their income planning for retirement. Ayana has over 15 years of experience in the financial services industry and has been featured as a financial expert in the Globe & Mail, The CBC, The Financial Post, and MoneySense magazine.

Specializations

Financial Planning
Investment Management
Portfolio Management
Retirement Income Planning
Tax Filing
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

CIFPs

Education

University

Assets Under Management

Practice Size

1

Investment License

None

Provinces Licensed (Investment)

Ontario
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