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
7 quick actions you can take before year-end to improve your financial health next year. Summary Over the course of the year, we send out dozens of financial tips designed… Continue reading Year-end Financial Tips
7 quick actions you can take this month to improve your financial health in 2021. In January, our focus was on starting the year off right following the craziness of… Continue reading March Financial Spring Cleaning
The financial industry’s switch from mutual funds to ETFs isn’t coming…it’s already here. ETF sales reached a “whopping” $41 billion, National Bank said. Covid-19 may have stopped the economy… Continue reading ETFs outpace mutual funds for third straight year
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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.
