Retirement in View
70Good240 Catherine St Ste 201, Ottawa, ON K2P 2G8, Canada
About
Retirement in View is an independent, fee-only Certified Financial Planner in Ottawa offering comprehensive retirement planning, tax strategies, and wealth management for clients approaching or in retirement.
Senior Care Path Summary
Ayana Forward, CFP, helps people nearing retirement create a clear financial plan free of sales pressure or conflicts of interest. Her fee-only model means she works directly for you, not for commissions, and recommends strategies matched to your goals: determining when to take CPP and OAS, choosing tax-efficient withdrawal order, managing RRSP-to-RRIF conversion, and exploring early retirement possibilities. She meets clients virtually or at her Ottawa office and offers transparent, flat-fee packages starting at $2,000.
Ayana specializes in working with clients within five years of retirement, those recently retired, federal government employees, and self-employed professionals. Her comprehensive retirement planning package includes a detailed written plan, two follow-up meetings, and ongoing support. She also provides tax preparation, incorporated professional consultations, and optional investment management through an ETF-based portfolio team.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- People planning to retire within 1 to 5 years
- Those recently retired
- Federal government employees
- Self-employed health professionals and small business owners
- Pensioners managing income in retirement
- Anyone seeking unbiased financial advice without sales pressure
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
37 Google reviews
Most recent reviews
Ellen Corkery-Dooher
2 years ago · via Google
Having both retired from the private sector, we wanted to get an update on our financial plan for the future. Ayana was very helpful in guiding us to understand our financial plan and provided us with simple, clear analysis and actions. She spent the time to answer our questions in a very client- centric way. Having worked with other planners we found Ayana’s style and analysis much more accessible and as a result, useful to us. We would recommend Ayana to anyone who wants to get a good grasp on their financial plan and strategies at any stage.
Raymond Lefort
3 years ago · via Google
Using the services of Ayana exceeded our expectations. Finally we’ve been able to have intelligent conversations about the path forward for our retirement. As small business owners we’ve struggled with Financial Planners that provided incomplete and not actionable plans. It was a relief to finally be able to get to a plan which is financially sound and we have confidence in! Ayana is astute, intelligent, and not tied to selling products. She offered sound recommendations for us to action from our first meeting! Everyone needs an Ayana on their team to help them achieve the goal of a great retirement! Thank you Ayana for all that you did.
Paige Cutland
4 years ago · via Google
My wife Nancy and I felt we were 3-4 years away from retirement and had received some advice from our stock broker firm but also followed the guidance to seek independent advice from someone who is not motivated by keeping your portfolio business. We are really glad we did as Ayana did a more though assessment and analysis of our situation than the bank. She recommended some immediate tax treatment advice (rrsp vs mortgage payment) that will save us a bundle on taxes and help us retire a year or two earlier. Our working with Ayana was a very wise investment and we will work with her again as we get closer to retirement to refine our model. We highly recommend her advice.
Summary of Google Reviews
Summarized by Senior Care Path from Retirement in View's Google rating and recent reviews. Confirm specifics with the provider.
Retirement in View holds an excellent 5.0-star rating across 37 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Bachelor's Degree of Commerce, University of Ottawa
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member, FP Canada: Certified Financial Planner
- Founding member, Canadian Professional Financial Planner's Association
- Member, Ottawa Board of Trade
- Accreditation, Better Business Bureau
- Approved contributor, Canada's Financial Literacy Database
Languages Supported
- English
Frequently Asked Questions
What services does Retirement in View offer?
Retirement in View is a financial planning provider in Ottawa, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Retirement in View speak?
Staff at Retirement in View are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Retirement in View?
You can call Retirement in View directly at (613) 416-9593, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Ottawa. It is free, with no pressure.
Is Retirement in View verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
240 Catherine St Ste 201, Ottawa, ON K2P 2G8, Canada
Also serves
- Ottawa
- Centretown
- The Glebe
- Golden Triangle
- Kanata
- Nepean
- Orleans
- Westboro