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The ability to deliver financial advice that is relevant, realistic and resilient doesn’t just happen.
And it takes experience – as a professional and as an individual. Our vision, established by our Principal, Scott Boassaly, is to provide innovative financial advice and products to our clients to ensure the delivery of custom financial plans for life. Our relationship with our clients doesn’t end with the plan – the plan is just the beginning of a life-long friendship built on mutual trust and respect.
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. We continue this tradition of valuing education by delivering free public retirement and estate planning seminars and webinars and free financial literacy workshops for kids and teens. For the past 12 years, we have taught the public service retirement course to both the Federal and Provincial governments.
Our firm is the only certified responsible investment advisory firm in Ottawa, led by Scott Boassaly’s Certified Responsible Investment Advisor (RIAC) and Responsible Investment Specialist (RIS) designations.
We are family-focused, local and involved in our community, which means we understand you and your financial needs.
Get to know Balance Financial.
Penta Wealth is a full-service financial services company, offering its clients traditional and sustainable investment solutions, a full shelf of insurance solutions, plus complete financial planning, including retirement planning, tax planning and estate planning.
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Portfolio management services provided by R N Croft Financial Group Inc., a licensed Portfolio Manager and Investment Fund Manager serving individual and institutional clients throughout Canada.
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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.