Forest Financial Planning

Plant the seed of financial knowledge

Ottawa Financial Advisor

Financial advisor – The key to a successful economic balance! Finance is a vital aspect of every person's life. It is what helps to strive through the world and prepare and decide a standard of living. Managing finance is not always taking…

Fee-only Financial Advisor Ottawa

Financial advisor – The key to a successful economic balance! Finance is a vital aspect of every person's life. It is what helps to strive through the world and prepare and decide a standard of living. Managing finance is not always taking…

Fee-only Financial Advisor

Financial Advisor vs Financial Planner - Who Do You Need? There are two things that you are never too late for. One is to give something another try, and the second is to get your finances in order. While the former requires only a little …

Ottawa Financial Planner

How To Get The Best Certified Financial Planner In Canada? Money - it is great to have it, but quite a difficult feat to keep and maintain it. Navigating finances often becomes a complex myriad of needs, desires, short and long-term goals,…

Fee Based Investment Advisor

How To Get The Best Certified Financial Planner In Canada? Money - it is great to have it, but quite a difficult feat to keep and maintain it. Navigating finances often becomes a complex myriad of needs, desires, short and long-term goals,…

Fee For Service Financial Planner

Investing in the potential of an investment advisor Investments are the hope for a better and prosperous future. They ensure increment, stability, and efficiency in finance in a person's life. The need to manage investment is, therefore, e…

Financial Advisor Ottawa

Investing in the potential of an investment advisor Investments are the hope for a better and prosperous future. They ensure increment, stability, and efficiency in finance in a person's life. The need to manage investment is, therefore, e…

Fee For Service Financial Advisor Ottawa

Investing in the potential of an investment advisor Investments are the hope for a better and prosperous future. They ensure increment, stability, and efficiency in finance in a person's life. The need to manage investment is, therefore, e…

Fee-only Financial Planner

Unfolding the world and needs of a financial planner Plans are the road to success and make things easy and executable. Finance is another essential aspect of human life. The entire life revolves around the money that comes and goes from t…

About Alex

ALEX HADJISOPHOCLEOUS, CFA, MBA MEET ALEX ALEX HADJISOPHOCLEOUS, CFA, MBA 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 fa…

Contact Us

Forest Financial Planning Location: 115 Bank Street, Suite 23 Ottawa, Ontario K1P5N5, Canada Phone: +1 (613) 663-7991 Email: alex@forestfinancialplanning.ca Website: https://forestfinancialplanning.ca/ Hours of Operation: 9:00 am to 6:00 p…