Alex Hadjisophocleous, CFA, MBA, CFP
Fee-Only Financial Planner
Alex’s career in the financial services industry began in 2013, at RBC Dominion Securities where he helped manage a $200M portfolio for families across Ottawa. Working closely with the portfolio manager, he was responsible for analyzing financial markets, building fixed income and equity model portfolios for discretionary clients and implementing portfolio management strategies to help clients reach their goals. In 2015, while working full-time at RBC, Alex began teaching in the finance program at Algonquin College where his passion for education began. He teaches on a part-time basis to this day. In 2017, Alex started his career as a fee-only financial planner at Astrolabe Financial Group. Alex worked with a diverse group of clients, and helped over 60 clients with their financial, investment and retirement planning needs. His clients appreciate Alex’s knowledge, transparency and ability to teach complex financial concepts in a simplified manner.
In 2020, Alex established Forest Financial Planning which offers fee-only financial planning as well as online courses to help his clients manage their financial affairs with confidence. In every relationship, Alex puts a focus on education to ensure that his clients walk away not only with a financial plan, but with the right skills and knowledge to implement the financial strategies that will help them reach their goals.
Alex earned his Bachelor of Commerce from Telfer School of Management, University of Ottawa, and an MBA with a specialization in Financial Management from Sprott School of Business, Carleton University. He holds the CFA®charter, awarded by the CFA® Institute and is a CFP Professional.