Retirement Planning Sessions

240 Catherine St, Suite 201, Ottawa, ON, Canada 
613-416-9593 
Contact: Ayana Forward, CFP Send an Email Visit the Website

Helping you build a clear plan for retirement, we offer independent financial planning and advice. We do not sell financial products and offer expert advice on a flat-fee or an hourly basis. We are a Fee-Only financial planning firm based in Ottawa, Ontario.

Our specialties include the following retirement planning services:

  • What is most tax efficient order of withdrawal strategy for your investments (TFSA, RRSP, Non-Registered)?
  • CPP and OAS benefits: Is it better to take them early or defer them to later?
  • How to determine a reasonable target for retirement income?
  • Help you¬†compare¬†pension options and determine the possibility of early retirement

 

Date Created – December 3, 2018, Last Updated December 3, 2018 
Posted by: ayanaforward

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