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Advisor

Ayana Forward

Retirement in View · Ottawa, Ontario, Canada

Ayana Forward is a fee-only financial advisor at Retirement in View in Ottawa, Ontario, Canada, who holds the CFP credential. Ayana charges a one-time planning fee and an ongoing planning fee (one-time plans from C$2,000 and no asset minimum) and focuses on retirement planning, pension planning and tax planning.

One-time planning feeOngoing planning fee Fee-only CFP

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Specialties

Who they serve

  • Pre-retirees
  • Retirees

Facts

FirmRetirement in View
Based in Ottawa, Ontario, Canada
Fee modelOne-time planning fee · Ongoing planning fee
Fees (firm's website)One-time plans from C$2,000 · No asset minimum
Works virtuallyYes
Accepting new clientsNot currently
CredentialsCFP
Websitewww.retirementinview.ca

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Tell Ayana a little about what you're looking for. Ayana isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Ayana

Is Ayana Forward a fee-only financial advisor?

Yes. Ayana Forward is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

How does Ayana charge for financial advice?

Ayana charges a one-time planning fee and an ongoing planning fee.

How much does Ayana charge?

According to Retirement in View's website, checked October 28, 2026: one-time plans from C$2,000; no asset minimum.

Does Ayana work with clients virtually?

Yes. Retirement in View says on its website that it works with clients remotely.

Where is Ayana Forward based?

Ayana Forward is based in Ottawa, Ontario, Canada.

What does Ayana specialize in?

Ayana's specialties include retirement planning, pension planning and tax planning. Ayana works with pre-retirees and retirees.

What credentials does Ayana Forward hold?

Ayana Forward holds the CFP credential.

How do I contact Ayana Forward?

Through Ayana's website, www.retirementinview.ca.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • Retirement in View website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

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