About us

Live for today. Plan for Tomorrow.

The ability to deliver financial advice that is relevant, realistic and resilient doesn’t just happen.

KNOWLEDGE TAKES TIME TO DEVELOP.

At Penta Wealth, we believe that everyone deserves financial freedom and security. That’s why we offer personalized financial planning services catered to your unique needs and goals. With over 15 years of experience, our team of certified financial planners and investment advisors are equipped with the knowledge and expertise to guide you towards a successful financial future.

We pride ourselves on our client-centric approach, always putting your needs first and ensuring that you are fully satisfied with our services. Choose Penta Wealth for comprehensive financial planning services that truly make a difference in your life.

MEET YOUR TEAM

Scott Boassaly

BA, BEd, MBA, RWM, RIAC

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.

Knowledgeable, charismatic, and trust-worthy are just a few words most often used to describe Nicholas Lambert. With over two decades of experience in customer relations, Nicholas has established himself as a powerhouse of success, a respected team leader, and a trusted advisor.

In his role at Penta Wealth, he has found success through utilizing effective communication skills to fully understand an individual’s unique circumstances and translating those needs into a tailored action plan with a high level of precision and professionalism.

Nicholas’ passion for wealth management paired with his strong will to be of service have led him on this path. He looks forward to helping clients find security and peace of mind as they strategically grow their wealth.

Nicholas Lambert

Dylan Rose

EPC

As a seasoned financial professional with a passion for empowering individuals to achieve financial well-being, Dylan as a dedicated Holistic Financial Planner. With a career spanning over 18 years, Dylan has cultivated a reputation for providing comprehensive financial solutions that transcend traditional approaches. Dylan places a strong emphasis on building long-lasting relationships with clients, rooted in trust and mutual understanding.

By taking the time to truly understand each client’s unique circumstances, aspirations, and concerns, Dylan and his team tailor personalized financial plans that align with individual goals and values.

Sean joined the financial services industry after 18 years working as an entrepreneur in health and business. Sean’s holistic approach and enthusiasm in dealing with client needs is his greatest asset. Sean currently holds a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Elder Planning Care (EPC) designations. He also holds an insurance, mortgage and mutual funds license.

Because of his background he is able to place all the pieces of your life together in one simple plan. He has a sincere passion in helping people achieve their financial independence and dreams through planning.

He has a personal passion for cooking and personal fitness. He live in Ottawa with his wife and has two wild little boys, two orphaned kittens and actively participates with charity in the community.