Forest Financial Planning Inc.
70Good115 Bank St Ste 23B, Ottawa, ON K1P 5N5, Canada
About
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.
Senior Care Path Summary
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 2026-07-07.
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
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Google Reviews
View all on Google5.0
43 Google reviews
Most recent reviews
Gabe Reynolds
5 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!
sam saint-val
6 months ago · via Google
I had a great experience working with Alex! He's knowledgeable, responsive, and took the time to clearly explain my options as well as tailor it according to my financial goals without any pressure. I felt heard and supported throughout the process, and his guidance gave me much more confidence for my financial decisions/journey. I would highly recommend his services for anyone looking to excel financially!
Melanie Delorme
7 months ago · via Google
I had a fantastic experience working with Alex. Going into the process, I didn’t have much knowledge about financial planning or investing. He took the time to explain everything clearly and made me feel completely comfortable. He helped me build a solid financial plan and set up investments that make sense for my goals. I now feel confident and well equipped to manage my finances moving forward. Highly recommend!
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. Recent reviewers most often highlight responsive, helpful communication.
Most common praise
- Responsive, helpful communication
Services
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
Languages Supported
- English
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.?
You can call Forest Financial Planning Inc. directly at (613) 416-2062, or send a request through this page and a Senior Care Path advisor can help you connect and 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.
Location
115 Bank St Ste 23B, Ottawa, ON K1P 5N5, Canada
Also serves
- Ottawa, Ontario
- Across Canada (virtual)