Company Overview

Forest Financial Planning Inc. is an Ottawa, Ontario fee-only financial planning firm providing independent financial planning services for individuals, families, professionals, and business owners throughout Ottawa and across Canada through virtual consultations. The firm specializes in comprehensive financial planning, retirement planning, investment strategy, tax planning, estate planning, and financial planning for business owners.

Unlike traditional investment advisors, Forest Financial Planning operates on a fee-only, advice-only model and does not sell financial products or manage client assets. Clients receive objective recommendations tailored to their financial goals, risk tolerance, and personal circumstances without commission-based incentives.

Additional services include financial reviews, second opinions, cash flow planning, portfolio analysis, self-directed investing guidance, retirement income planning, education planning, and financial education seminars for businesses, government organizations, and non-profit organizations. The firm also offers virtual personal finance courses designed to improve financial literacy and help clients confidently implement their financial plans. Founded in 2020, Forest Financial Planning Inc. provides transparent, evidence-based financial advice focused on long-term financial well-being.

Company Information

Additional Details

Legal Name: Forest Financial Planning Inc.

Year Established: 2020

Services

• Comprehensive Financial Planning, Retirement Planning, Investment Strategy Advice, Tax Planning, Estate Planning, Financial Planning for Business Owners, Financial Reviews, Second Opinion Financial Reviews, Portfolio Analysis, Cash Flow Planning, Self-Directed Investing Guidance, Financial Education Seminars, Personal Finance Courses

NAICS Categories

• 523930 Investment Advice

Additional Information