Forest Financial Planning

Name: Forest Financial Planning
Address: 115 Bank St Suite 23B, Ottawa, ON K1P 5N5, Canada, P, Canada

5/5 ★ based on 8 reviews

Contact Forest Financial Planning

Address :	115 Bank St Suite 23B, Ottawa, ON K1P 5N5, Canada
Phone :	📞 +799
Website :	https://forestfinancialplanning.ca/
Categories :	Financial consultant ,
City :	P

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

Best Financial consultant in Canada

R	Raymond Soussa on Google ★ ★ ★ ★ ★ Alex is very professional and provided me with a very thorough investment plan that really helped me get a clear path to meet my goals. I was extremely impressed and satisfied with his work and highly recommend him to everyone. He's also extremely nice and lovely to talk to. Thanks again Alex!
N	Nicole Doyle on Google ★ ★ ★ ★ ★ 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!
C	Catherine J.W. on Google ★ ★ ★ ★ ★ I had a great experience with Forest Financial. I knew I wanted and alternative to traditional broker/planner services, but also wanted professional advice. This was just what I was looking for. Alex was flexible, responsive and tailored his services to what I needed. I'll definitely be seeking out his services again in the future.
L	Lindsay Brown on Google ★ ★ ★ ★ ★ 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!
T	Todd Lefebvre on Google ★ ★ ★ ★ ★ 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.
A	A Giroux on Google ★ ★ ★ ★ ★ We selected this service based on a web search which rated this Financial service as a top choice in this field and also due to Alex's bio/previous work experience with a major firm. This gave us access to a highly qualified planner with investment experience from an independent firm, in order to complete a comprehensive review of our retirement plan plus an independent review of our investment portfolio. Alex was a delight to work with and very knowledgeable about all aspects of financial planning and investment strategies. He is such a nice and diplomatic individual, and provided prompt and effective financial guidance.
R	Raoul Mathias on Google ★ ★ ★ ★ ★ 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!
R	Roland Roland on Google ★ ★ ★ ★ ★ 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.