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Welcome to Retirement in View

Hi, I'm Ayana,

Nice to meet you, I am happy to help you plan for retirement.

Please complete the following form so that I can better understand your needs and identify the areas where you are most in need of help.

My services are best suited for clients aged 55 and over who are planning for retirement or have recently retired.

*Please note that I am currently unable to work with clients who have rental properties.

Let's start with your personal details

*

What areas are you looking for help in?

Select all that apply

What areas are you looking for help in?

Retirement Planning

Investment Management

Tax Minimization

Cashflow Management

What is your age?

A

Under 35

B

35-44

C

45-54

D

55-64

E

65+

F

Prefer not to say

What is your marital status?

A

Married

B

Single

C

Common Law

D

Divorced

E

Prefer Not To Say

Is there anything you would like me to know specific to your situation?

Do any of the following apply to you?

*

Do any of the following apply to you?

A

Retired

B

Near Retired

C

Rental Property Owner

D

Incorporated Business Owner

E

Young Family

F

None of the Above

G

Prefer not to say

Do you need help managing your investment portfolio?

Yes. I need someone to manage my investments for me

No. I self manage my investments

No. I am happy with my advisor

I am just starting out and need advice

I just need a second opinion and general guidance

I'm not sure