Our financial planners have been quoted in the following media:


Imagine an unexpected $670,000 inheritance out of the blue from a long lost uncle. It doesn't just happen in the movies-it really happened to Diego and Renata Padilla. With a baby on the way, it will change their lives forever.

MoneySense, Julie Cazzin
January 2015

"Diego is very risk averse", "He likes investing, but emotionally he panics" says Certified Financial Planner, Ayana Forward.

Full text: A Windfall of Worry

Sarah Tarraf moved her savings into segregated funds, an insurance product that protects a portion of the money against loss. But she didn't realize how high the fees were, and she's having second thoughts.

MoneySense, Julie Cazzin
January 2015

"It's not the right choice for someone this young, she has the time horizon to weather the market's ups and downs, and can get better long-term returns at a much lower cost" says Certified Financial Planner, Vickie Campbell.

Full text: The Sky-High Price of Peace of Mind

Canadians are falling deeper into debt, with Equifax reporting Wednesday that they are carrying an average of $20,891 in non-mortgage loans. But is all debt simply a burden or are some types better than others?

CBC News, Kazi Stastna
December 2014

"If you're going to take on debt, what you want is for it to actually be helping you achieve something or to increase your asset base." says Certified Financial Planner, Ayana Forward.

Full text: Debt: How to Use it and Not Abuse It

Retired investor June Haist has a six-figure inheritance and a low-cost portfolio she started managing herself three years ago. She's now wondering whether her money will last her to 95.

MoneySense, Julie Cazzin
December 2014

"June needs to optimize her tax efficiency and maintain a 60-40 split between her equity and fixed-income investments " says Certified Financial Planner, Ayana Forward.

Full text: MoneySense Portfolio Makeover

Out of the blue Phoebe Pike was offered a new job paying $157,000 a year. So she moved from Fredericton to expensive Calgary to take it.

MoneySense, Julie Cazzin
December 2014

"Phoebe worries because she doesn't know where she stands financially. But with a good long-term plan, she'll see that she has a bright future." says Certified Financial Planner, Ayana Forward.

Full text: Too Good To Be True


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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!