Meri-Li Forrest
Be Wealthy Financial Coaching Inc. · Oakville, Ontario, Canada
Meri-Li Forrest is a fee-only financial advisor at Be Wealthy Financial Coaching Inc. in Oakville, Ontario, Canada, who holds the CFP and CIM credentials. Meri-Li charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee (one-time plans from C$1,200) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Be Wealthy Financial Coaching Inc. |
|---|---|
| Based in | Oakville, Ontario, Canada |
| Fee model | Flat fee or retainer · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from C$1,200 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · CIM |
| Website | www.bewealthycoaching.com |
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Questions about Meri-Li
Is Meri-Li Forrest a fee-only financial advisor?
Yes. Meri-Li Forrest is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Meri-Li charge for financial advice?
Meri-Li charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.
How much does Meri-Li charge?
According to Be Wealthy Financial Coaching Inc.'s website, checked October 28, 2026: one-time plans from C$1,200.
Does Meri-Li work with clients virtually?
Yes. Be Wealthy Financial Coaching Inc. says on its website that it works with clients remotely.
Where is Meri-Li Forrest based?
Meri-Li Forrest is based in Oakville, Ontario, Canada.
What does Meri-Li specialize in?
Meri-Li's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and physicians & residents. Meri-Li works with physicians.
What credentials does Meri-Li Forrest hold?
Meri-Li Forrest holds the CFP and CIM credentials.
How do I contact Meri-Li Forrest?
Through Meri-Li's website, www.bewealthycoaching.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Be Wealthy Financial Coaching Inc. website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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