Senior Care Path
Forest Financial Planning Inc.
Photo Forest Financial Planning Inc. via Google
Financial Planning

Forest Financial Planning Inc.

52Developing

115 Bank St Ste 23B, Ottawa, ON K1P 5N5, Canada

5.0(43 Google reviews)on Google

About

Forest Financial Planning Inc. is a local financial planning provider in Ottawa, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

Not listed yet. to add a detailed description of this provider.

Who This Provider Is Best For

Not listed yet. to add who this provider is best suited for.

Photo Gallery

Not listed yet. to add photos of the practice.

Google Reviews

View all on Google

5.0

43 Google reviews

Most recent reviews

  • Gabe Reynolds

    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

    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

    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!

See all 43 reviews on Google

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
ThemesCommunication

Services

Licenses & Registrations

Not listed yet. to add licenses & professional registrations.

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

Not listed yet. to add professional associations & accreditations.

Languages Supported

Not listed yet. to add languages spoken by staff.

Location

115 Bank St Ste 23B, Ottawa, ON K1P 5N5, Canada

Also serves

  • Ottawa and surrounding areas
Take the free assessment