Specialties ? Most often advisors will have areas of specialities based on experience and training.
Categories ? We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor
Languages ? Advisors will sometimes have proficiency in languages other than English and French
Provinces Licensed | Served ? Occasionally advisors will be licensed in different provinces.
Certification/Additional Courses
? See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/
About Alex
Investible Asset Range: Not applicable
Years in Business: 11
Fee-based: Yes
Forest Financial Planning
115 Bank Street, Unit 23B
Ottawa
Ontario
Canada
K1P 5N5