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Alex Hadjisophocleous | Fee-only financial planner | Ottawa
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Alex Hadjisophocleous

Fee-only financial plannerForest Financial PlanningOttawa, Ontario

At Forest Financial Planning, we equip you with an actionable plan. Your financial plan will be tailored to your situation and presented in a well-detailed yet clear manner.

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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 CFP®

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