Forest Financial Planning
Financial Planner
A fee-only/advice-only financial planning firm helping individuals and business owners grow wealth through unbiased advice and financial literacy.
Forest Financial Planning is an Ottawa-based, fee-only financial planning firm focused on providing unbiased, actionable financial plans tailored to each client's unique goals, risk tolerance, and situation. Instead of selling financial products or charging a percentage of assets under management, compensation is transparently based on an hourly or project fee. The firm offers comprehensive services including investment strategy advice, retirement planning, tax optimization, and estate planning. They also provide virtual personal finance courses to empower clients to take control of their finances with confidence.
Address : 115 Bank Street, Suite 23, Ottawa, Ontario, K1P 5N5, Canada
Phone : +16136637991
Email : alex@forestfinancialplanning.ca
Opening Hours :
Monday – Friday: 9:00 am to 6:00 pm
