Advice-Only Financial Planner Ottawa - speakerdeck

Forest Financial Planning Inc.14 Jul, 2026Finance

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.