Retirement in View - Ottawa, Ontario

Rose Kung

It was great working with Ayana. We had some questions about when my husband and I should start taking money from our RRSPs, accessing CPP/OAS taking into account our current financial situation and obligations. Not only did Ayana help with this, but she ended up answering so many questions that we didn’t even know to ask! She gave us a clear financial roadmap for the future.

Ellen Corkery-Dooher

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

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.

Shawn P

Ayana was very thorough in her assessment of our finances. She was able to clearly guide us though the process of putting together a financial plan that suited our needs. We also found her advice clear and forthright, without a lot of financial jargon.

She is very knowledgeable, but also very warm and personable. We also felt really comfortable not only with the advice we were getting, but also during our appointments, since she was not trying to sell us any products.

Ayana gave us concrete steps to get our financial house in order and provided us with additional resources to better educate ourselves on financial matters. This gave us confidence that we have a realistic and attainable plan for meeting our life objectives going forward.

Bruce Lang

My spouse and I were looking for an independent, fee only financial planner to help us with our retirement planning, and Ayana proved to be just what we were looking for. We were not interested in purchasing any additional financial products, and just wanted a knowledgeable professional to assess our financial position, and our future plans, and provide useful guidance as we look ahead to our retirement. Ayana proved to be knowledgeable and professional, she was able to answer all of our questions, and she provided advice that will be very beneficial to our decision making. We highly recommend Ayana to anyone who is looking for fee only financial planning advice as we were.

Michael McGeein

We engaged Ayana to assist with retirement planning, with particular questions around defined benefit buybacks, as well as tax effectiveness for our retirement plan. Ayana was very detailed, and responsive to all of our questions.
The value of a 'fee for service' financial planner was proven with her work.
We now have a clear plan for when we can retire, based on our lifestyle choices. It was a great experience, my wife, who usually does enjoy investment / retirement discussions really enjoyed Ayana's approach.
I have already suggested one of my colleagues engage Ayana.

Joe M

Ayana has been my financial planner for the past two years and I have truly enjoyed my experience. As a DIY investor, Ayana ensures that I remain on track to reach my financial goals. I particularly enjoy her non-bias/conflict-free approach to the financial planning process and while I consider myself to be well versed on that topic, she has provided me with invaluable help to better my particular situation. Ayana will be my financial planner for the years to come and it is without hesitation that I would highly recommend her if you are looking for a true and experienced CFP.

Paige Cutland

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.