7 quick actions you can take this month to improve your financial health in 2022. Summary The coming year will continue to be challenging for many individuals, households and businesses.… Continue reading 2022 Financial Tips
Summary RRSP must convert to RRIF when annuitant turns 71 Minimum annual withdrawals from RRIF start when annuitant turns 72 Younger spouse’s age may be used to determine withdrawal prescribed… Continue reading Retirement Tax Tip #3
Minimizing tax and maximizing flexibility when your student heads off to school. SUMMARY It’s that time of year again when high school graduates are off to post-secondary schools all across… Continue reading Withdrawing from an RESP
7 quick actions you can take this month to improve your financial health in 2021. 2021 will be a year of many challenges. While yesterday’s inauguration of Joe Biden as… Continue reading January Financial To-Do List
The following is the third installment of our continued analysis of the recent market volatility and assessment of investors’ options given current market conditions. As financial conditions continue to change,… Continue reading Market Volatility and Investment Tips to Navigate Today’s Markets
On March 25, the Federal Government updated their financial support to the growing economic challenges caused by COVID-19. Click on the button or any of the links below for details.… Continue reading Summary of Federal Financial Support
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BA, BEd, MBA, RWM
A former high school teacher and college Economics lecturer, Scott Boassaly has always valued education. This is further illustrated by his formal education. He holds a BA in History from Carleton University, a Bachelor of Education from The University of Ottawa, and an MBA from The University of Ottawa. This focus on education reveals itself in his approach to financial advice and in his commitment to offering free financial seminars to both adults and children. Celebrating his 20th anniversary as a wealth manager, Scott started his career at a large national firm where he quickly transitioned into management. Further industry experience was gained working with a reputable brokerage, then managing his own brokerage, Balance Financial, since 2019. Scott is the only certified responsible investment advisor in Ottawa and also holds the Real Wealth Manager designation.
