Forest Financial Planning
37 Reviews
- Wednesday8 am–6 pm
- Thursday8 am–6 pm
- Friday8 am–6 pm
- SaturdayClosed
- SundayClosed
- Monday8 am–6 pm
- Tuesday8 am–6 pm
About the Business
Fee-Only Financial Planner Ottawa | Forest Financial Planning | Forest Financial Planning is a fee-only financial planning company in Ottawa. We tailor a financial plan according to your financial situation, goals, and risk tolerance.
Contacts
Call Us
+16136637991
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
Hours
- Wednesday8 am–6 pm
- Thursday8 am–6 pm
- Friday8 am–6 pm
- SaturdayClosed
- SundayClosed
- Monday8 am–6 pm
- Tuesday8 am–6 pm
Features
- Wheelchair-accessible parking lot
- Washroom
Recommended Reviews
Todd Lefebvre
06.10.2023
Forest Financial Planning
Alex designed an excellent, comprehensive retirement plan for my wife and I. As beginners in the self directed investment realm, Alex also provided us with easy to understand, sound, financial investment advice. Any follow-up questions we had were always quickly answered. He's been a pleasure to deal with and we will continue working with him for years to come. This entire experience has been a breath of fresh air compared to dealings with investment advisors whose commissions are based solely on trades within your portfolio.
erika gates-gasse
01.10.2023
Forest Financial Planning
I would recommend Alex and Forest Financial Planning to anyone looking for an independent, very competent financial planner. I had a great experience working with him. Before signing, during our initial consultation, he took the time and really captured the details of what I was looking for. He was clear about what he would deliver, was very responsive to communication, explained everything I had questions about, and met with me multiple times during the process.
Raoul Mathias
26.09.2023
Forest Financial Planning
We chose Alex after doing a lot of research. He has all the qualifications and experience we were looking for, and most importantly for us, doesn't work for commission so we could trust his advice was unbiased.Alex took the time to get to know us and asked us all the relevant questions to figure out our goals and what we were looking for in a plan. Because of that, by the end of the process we were presented with a solid short term and long term plan to meet our goals.We would highly recommend Alex for your financial planning needs!
Priyanki Sivanantharajah
12.09.2023
Forest Financial Planning
It was a pleasure to work with Alex. He made the process of creating a financial plan as painless as possible even for someone with limited prior knowledge on the subject. We look forward to continue working with him.
Nicole Doyle
04.09.2023
Forest Financial Planning
Without hesitation I highly recommend the financial planning services of Alex and Forest Financial Planning. When I started looking for an alternative to the traditional broker-client relationship and needed unbiased, sound advice, and services, I spent many hours researching firms and financial planners/specialists across Canada. After meeting and speaking with Alex, I knew he was the right person for the job. He is a pleasure to work with, a great communicator and definitely an expert in his field. I am looking forward to working with Alex for many years to come and will be recommending him to all my friends and family!
Roland Roland
30.08.2023
Forest Financial Planning
Alex provides well-informed and agile financial advice; I'm pleased with the results! He helped me create an investment strategy and took the time to understand my life goals and my evolving financial situation; he was able to adjust on the fly. It's important to note that Alex is paid simply for his advice--he's not trying to sell you things so he can get commission--you know you are getting good objective advice.
Chantal Eversfield
29.08.2023
Forest Financial Planning
Alex was very understanding of our various schedules and he was able to coordinate a better time for our meeting. He was able to clearly understand our objectives and he gave great suggestions to make our goals feasible. Highly recommend working with Alex!
Joe M
29.08.2023
Forest Financial Planning
My wife and I hired Alex to prepare a retirement plan and obtain his opinion on many aspects of it, including investments, asset allocation and the likes. We both truly enjoyed working with Alex and have benefited a great deal from deciding to become his clients. He possesses very good communication skills, is very easy to talk to and put you right at ease throughout the entire process. It is without hesitation that we would recommend Alex.
Danny Chapman
16.08.2023
Forest Financial Planning
Alex is an affable and knowledgeable advisor who created a financial plan which was tailored exactly to my specific needs and questions. He took the time to explain every step of the plan to me and answered my many questions. I feel much more confident knowing how to manage my money after working with Alex, and I would not hesitate to recommend him to anyone looking for a fee-for-service financial advisor.
Lindsay Brown
16.08.2023
Forest Financial Planning
Alex is an excellent financial planner. He created a comprehensive plan to help us meet every one of our short term and long term goals. He was more than willing to answer all of our questions and we would happily recommend him to anyone that is looking for sound financial advice!
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Map
115 Bank St Suite 23B, Ottawa, ON K1P 5N5
Forest Financial Planning