Forest Financial Planning

Overview
Products

115 Bank Street, Ottawa, Ontario, K1P 5N5
16136637991
https://forestfinancialplanning.ca/

About Forest Financial Planning

Established September 2020

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.