Plant the seed of financial well-being

Plant the seed of financial well-being


Alex Financial Planner Ottawa

Alex Hadjisophocleous, CFP, CFA, MBA

A fee-only financial planner with over a decade of education and experience in the finance industry, Alex has helped over 100 clients across the country with their financial planning needs. With a strong financial background, Alex clearly communicates his evidence-based recommendations and ensures that his clients have the right tools and knowledge to take action and fuel their dreams.

“My role as a financial planner is to help you understand your financial situation by building a holistic plan that will align your financial decisions with your goals. I will work in your best interest when providing my recommendations to ensure that you are making the right financial choices for you and your family. When working together, I will encourage your questions to ensure that you understand your financial plan so that you can implement my recommendations with confidence.”

Work With Us

Get In Touch With Forest Financial Planning In Ottawa

We would love to hear from you. Please leave us a message and we will be in touch within 24 hours.