OUR SERVICES

At Forest Financial Planning, we equip you with a tailored financial plan according to your financial situation, goals and risk tolerance. Our goal is to empower you with the knowledge to implement our actionable recommendations with confidence.

Financial Plan

A tailored financial plan to help you understand your current situation and investments and guide you to your financial dreams.

Financial Plan for business owners

We can help business owners with cash-flow management and tax efficient long-term planning. We will gladly work with your accountant.

Pre-Retirement Plan

A comprehensive pre-retirement plan to help you bring some light to your financial future during your retirement. The pre-retirement plan will include cash-flow scenario analysis, tax efficient withdrawal strategies as well as portfolio management recommendations to help you restructure your finances during this important stage of your life.

Financial reviews

We partner with you to help you stay on track of your financial goals with ongoing advice and support.

Second Opinion

If you already have a plan or advisor and feel the need for a second professional and unbiased opinion, we can help.

Specific Questions

Portfolio performance analysis, buying back pension time, understanding your investment options, creating a budget and much more!

Education Seminars for Companies and Not-for-profit and Government organizations

Tailored seminars according to your employee needs (in person or virtual)

Understanding your DC pension plan or RRSP plan
Understanding your stock options
Understanding your benefits package
And much more!

PRICING

$180 per hour plus HST

Our compensation is as transparent as can be. Our only source of revenue is based on the hours we spend on your financial plan. Before we begin working with you we will provide a firm quote for your project and only bill according to our contract.