Forest Financial Planning Inc. - Ottawa, Ontario

Pierre-Luc N.

Alex est un excellent planificateur financier, très compétent et à l'écoute de ses clients. Ce que j'apprécie particulièrement, c'est qu'il prend le temps d'enseigner des concepts financiers afin que le client développe ses compétences au fil du temps. Je le recommande sans hésiter.

Alba M.

Working with Alex has been a genuinely positive experience, and I’m so grateful I found him during a time when I was feeling overwhelmed about my finances and future. From the start, he struck the right balance between being warm and approachable while also highly professional and knowledgeable.

I came into the process stressed and uncertain, but Alex never made me feel rushed or judged. He took the time to really listen and understand my situation.

Since working with him, I’ve gone from feeling stuck and anxious to feeling more confident and hopeful about my financial path. If you’re looking for someone who’s not only competent but also kind, approachable, and trustworthy, I can’t recommend Alex highly enough!

Nicole R.

We had a very positive experience working with Alex. He was personable, professional, and very attuned to our family’s needs. He was very collaborative and asked all the right questions. We came away with a financial plan that we are very satisfied with and that will help us be in track down the line. We would highly recommend working with Alex.

Kijoo K.

11/10 would recommend Alex to anyone needing financial guidance! I was looking for someone to assist me with my investments, savings, and potential home purchase, and Alex created a very organized financial plan that was detailed but also easy to understand and follow (and I am not a financially-savvy person). Definitely go with Alex!

Mike D.

Working with Alex has been an exceptional experience in every sense. His approach to financial planning covers short, mid, and long-term goals, providing us with a clear roadmap and actionable investment suggestions. What truly sets Alex apart is his independent stance; he’s not focused on selling products or managing funds for his own gain. Instead, his commitment lies in providing clients like us with comprehensive plans and investment strategies, tailored to our needs and goals.

When we approached Alex, we had a general idea of our investment preferences but felt overwhelmed by the options. Alex not only guided us towards tax-efficient strategies but also ensured our investments aligned with our goals. His reasonable fees, attention to detail, and approachable nature have made the entire experience incredibly satisfying. We only wish we had started working with him sooner. Highly recommended!

Max M.

Having recently decided to resign from my employer and take a break, we wanted to know if I could retire. I had worked with my bank to look at my financial situation and they indicated there was enough savings but felt it was not unbiased and did not provide me with all the required information such as option analysis, cash flow projections and efficient tax saving withdrawal strategies. In other words, it told me I could retire but not how from a financial situation. Alex was able to provide me a plan that showed us the options, projections, and actions based on our goals and objectives of how we wanted to live our retirement. It gave us the confidence that we are ready to move to our next stage of life. Alex is professional, courteous and capable to provide a wide spectrum of financial expertise to retirees and would recommend him to others for similar needs.

Kevin M.

Needed help with some financial planning for my parents and Alex was extremely helpful. He took his time to listen are learn about our situation and was able give us a good idea of what we can do with various options that covered several scenarios. He was easy to talk to, explained everything he proposed and thoroughly answered all our questions. I liked that we could do a online chat which is really convenient. I would highly recommend Alex if you have some financial planning questions.

Nathaniel W.

My partner and I are at a financial crossroads and were looking for someone to help us explore our options. Alex helped us explore each of our scenarios in-depth and he shed a lot of light into how the different decisions we could make would affect our financial future. Alex helped us feel so much more equipped to make financial decisions with confidence. Thanks Alex!