Photos via Google Maps
Forest Financial Planning Inc.
73Good115 Bank St Ste 23B, Ottawa, ON K1P 5N5, Canada
Last updated September 2026
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Forest Financial Planning Inc. is a fee-only financial planning firm in Ottawa offering unbiased advice without product sales. The firm serves clients across Canada, including those planning for retirement.
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Forest Financial Planning offers comprehensive financial planning tailored to your situation and goals, with transparent, hourly fees and no pressure to buy products. Alex Hadjisophocleous, the planner, works in your best interest to help you understand your finances and make confident decisions for retirement and beyond. The firm serves clients at every stage, from beginners to those approaching retirement, with virtual personal finance courses available to empower you to take control.
Meetings are available in-person at the downtown Ottawa office, virtually, or at a location of your choice, with flexible evening and weekend hours. Whether you need comprehensive retirement planning or help reviewing your investment strategy, there are no net worth or income requirements to work with Forest Financial Planning.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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Who This Provider Is Best For
- Retirees mapping retirement income and goals
- Couples planning for retirement
- Self-directed investors seeking fee-only advice
- Anyone starting financial planning or reviewing their strategy
Languages Supported
- English
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Google Reviews
5.0
43 Google reviews
Most recent reviews
Sly Mma
2 months ago · via Google
Alex was excellent to work with. He took the time to understand my unique retirement situation, explained everything clearly, and provided thoughtful, professional advice. I left our meeting feeling much more confident about my financial future. I highly recommend Alex to anyone looking for knowledgeable and trustworthy financial planning.
John Smith
5 months ago · via Google
We sought out Alex as a financial planner based on his experience and credentials. It was important for us to work with a fee-for-service planner so we could receive an unbiased review of our financial situation. Alex is knowledgeable and very pleasant to work with. He took the time to understand our goals and concerns, and provided a detailed financial plan with different options. His recommendations on portfolio rebalancing were thoughtful, aligned with our objectives and risk tolerance, and delivered without any pressure. We’re very pleased with the experience and would strongly recommend Alex to anyone looking for comprehensive and trustworthy financial planning advice.
Gabe Reynolds
8 months ago · via Google
My experience with Alex has been overwhelmingly positive. I was never very well-versed in investing or taking care of my finances but Alex made the whole process very easy. He was able to explain solid investment strategies to me that catered to my needs and always had my best interests in my mind. I highly recommend his new course "Simplify and Grow" if you're a beginner investor like me! I recently took it and it has really helped me grasp the basics and has left me with some excellent resources to help me on my journey to financial freedom. Seriously worth checking out! Thanks for everything Alex!
Summary of Google Reviews
Summarized by Senior Care Path from Forest Financial Planning Inc.'s Google rating and recent reviews. Confirm specifics with the provider.
Forest Financial Planning Inc. holds an excellent 5.0-star rating across 43 Google reviews.
Licenses & Registrations
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
- MBA
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
115 Bank St Ste 23B, Ottawa, ON K1P 5N5, Canada
Also serves
- Ottawa, Ontario
- Across Canada (virtual)
Frequently Asked Questions
What services does Forest Financial Planning Inc. offer?
Forest Financial Planning Inc. is a financial planning provider in Ottawa, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Forest Financial Planning Inc. speak?
Staff at Forest Financial Planning Inc. are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Forest Financial Planning Inc.?
Send a request through the form on this page with your name, email and phone. We pass it to Forest Financial Planning Inc. so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Ottawa. It is free, with no pressure.
Is Forest Financial Planning Inc. verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.