Retirement in View
Ayana Forward, CFP
CFP
Pricing
What they charge
- Comprehensive Retirement Planning Package $2,000-$2,500 +HST
- Comprehensive Financial Planning Package $2,500 +HST
- Consultations for Incorporated Professionals $3,500 +HST
- Ongoing Financial Planning retainer from $750/yr
- Annual Plan Update $750
- tax preparation from $100/return
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee
Client minimum
No minimum
Coverage
Ottawa, ON · Virtual across Canada
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay Retirement in View
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Retirement planning for those near/at retirement; federal government employees
What's included
Services
Comprehensive retirement & financial planning; tax-efficient decumulation; CPP/OAS timing; pension decisions; cash flow/net worth projections; tax planning & preparation; ongoing retainer; refers out investments
Work with Retirement in View
Advice-only and commission-free, CFP
Independently listed in our fee-only directory. Last checked June 2026.
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