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Create the practice you’ve dreamed of – a practice tailor-made to your specific needs, as well as the needs of your family and your clients.
You’ve worked hard to build your business. Now it’s time to reach new heights – a level you never imagined was possible!
Create the practice you only dreamed of – a practice tailor-made to your specific needs, as well as the needs of your family and your clients.
At Balance Financial, you control your business – from product solutions, to areas of advice, to target markets. We’ve built a model that allows you almost limitless possibilities and opportunities.
Minimize your time spent on administration and compliance.
Maximize your time on client service and business development.
Our brokers can offer their clients the following investment options, through our insurance partners or through our dedicated portfolio management company:
If you’re insurance licensed, our carrier partnerships give you access to the following:
In addition to the home financing options listed above, we have an internal mortgage specialist and relationships with other mortgage brokers.
Our brokers are able to offer comprehensive tax planning through our affiliation with The Accounting Place. This exclusive collaboration offers your clients access to the following services at very competitive rates:
More importantly, as adherents to the principles of Real Wealth ManagementTM, The Accounting Place can integrate extensive tax planning and advice into your clients’ financial planning, providing deeper, more relevant planning expertise.
Become an advisor for a company that has been helping clients achieve financial security for over 20 years.
Exceptional income potential: what you earn is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals and bonuses.
Exclusive access to a variety of custom solutions and services—from life insurance, disability income insurance and education funding options to retirement planning, estate planning, and business planning.
Guide clients through a financial planning process, which reflects our belief that over a lifetime, most people will experience many different financial needs and circumstances.
Integration of our corporate brand with your individual brand. Enjoy joint marketing and business development initiatives including advertising and lead generation. Enrollment fee support for CFP, CLU and RWM designations, and broker referral rewards
Most of all, you become part of a team of advisors who work collaboratively to support each other. Our advisors routinely develop client solutions with each other – accessing the specialization and expertise of each of our team members.
You’re always independent but you’re never on your own!
Join the financial services brokerage firm that’s pioneering the way financial services are delivered in Canada.
Working in partnership with:
Croft Financial Group
BridgeForce Financial Group
Insurance carriers
Manulife Bank
The Accounting Place
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.
© 2024 PENTA WEALTH | PRIVACY POLICY | LEGAL
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.