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Alex Hadjisophocleous

Fee-only financial plannerForest Financial PlanningOttawa, Ontario

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Business Owners Insurance Planning Investment Planning Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English French

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CFA
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