Our financial planners have been quoted in the following media:


Sheila and Raj Devi were living large, complete with personal trainers, grocery delivery and upscale vacations. Now Sheila has lost her $300,000-a-year job and they're in the hole. Can they curtail their $172,000-a-year spending habit before it is too late.

MoneySense, Julie Cazzin
April 2015

"When incomes go up, expenses go up as well" says Certified Financial Planner, Ayana Forward.

Full text: A Life More Ordinary

Am I on Track to Retire at 60: Milan Sengupta, 36, has been in Canada for just 5 years, but he's already thinking about retirement.

MoneySense, Julie Cazzin
April 2015

"If Milan saves $30,000 annually, and he spends $50,000 a year net from his nest egg starting at age 60, his reitrement savings will last him beyond age 95" says Certified Financial Planner, Vickie Campbell.

Full text: Am I on Track: To retire at age 60?


Paula Lorimer and husband Pierre Sopel save $30,000 annually. They hope to retire at age 55 with a net annual income of $55,000

MoneySense, Julie Cazzin
January 2015

"If the couple averages 4% net per year for life, their money will definitely last until age 95 and beyond," says Ayana Forward, CFP with Ryan Lamontagne in Ottawa.

Full text: Am I on Track...to Retire at Age 55?

Dave and Donna are saving for a first home, but aim not to give up their newlywed lifestyle in the process.

Globe and Mail, Dianne Maley
January 2015

"Dave and Donna should ensure that they stick to their budget and don't spend more than they can afford" says Vickie Campbell and Ayana Forward, certified financial planners with Ryan Lamontagne in Ottawa.

Full text: Financial Facelift: House Rules


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Phone: (613) 596-3353
1565 Carling Avenue, Suite 602
Ottawa, Ontario, Canada K1Z 8R1

We have been providing financial services to Ottawa Professionals, Small Business Owners and Families since 1994. Give us a call today to discuss your financial objectives. We'd love to hear from you!