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INSURANCE

INVESTMENTS

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WEBINARS

The pressures of supporting a family, owning a business, or just simply knowing you’ll have enough to live well after retirement are enough to keep most of us wide-eyed and awake at three in the morning.

Turn worry into insights. Turn insights into action.

Register for our fun, informative webinars.

PLANNING FOR YOUR FUTURE

PLANNING FOR YOUR FUTURE

Financial planning isn’t just limited to planning for retirement. It also includes planning that affects your life today. Things like tax planning, debt management and saving for your child’s education are all very much impacted by the here and now. With the help of Balance Financial, along with a dash of creativity and a solid commitment, you can lay the groundwork for a rewarding financial position in life – today and tomorrow.

SMART & SIMPLIFIED INVESTING

SMART & SIMPLIFIED INVESTING

Having a well thought out investment strategy can easily mean the difference between a leisurely retirement and one that is rife with financial stress. It’s never too soon to start building that nest egg. And if you are a business owner, you know that attracting and retaining talent is a competitive game. Having an attractive compensation package is essential, and this means having a package that includes a smart investing plan. At Balance Financial, we’ll optimize your employees’ investments. When combined with our generous insurance options, your employees can feel valued and secure.

INSURANCE NEEDS

INSURANCE NEEDS

Insurance is critical in planning for the unexpected. When life throws us curveballs, it’s important to be prepared. Working with Balance Financial means having access to some of the best coverage plans and lowest rates in Canada. We will work closely with you to develop the right plan for you, your family and your business. This could be any combination of life, disability, critical illness, long-term care, and travel insurance, to name a few. When the inevitable comes, make sure your family and your employees are protected against unforeseen costs and financial challenges.

WHAT CLIENTS LOVE ABOUT
WORKING WITH BALANCE FINANCIAL

Scott came highly recommended. From the start, we felt comfortable and were able to quickly build a rapport. With retirement literally around the corner and an impending inheritance, we were looking for a thorough review of our financial situation to ensure our security for many years to come. Scott got a grip on our situation quickly, making recommendations for better returns and providing us with a long-term financial outlook well into the future which has eased our worries heading into retirement. Working with Scott is a pleasure and we would highly recommend his services.
Beth and Alain D
It is the extra special touch and service that you provide that gives us the comfort that we are being well looked after
Don and Laurie B
Balance Financial's approach to help us make the best financial decisions has very much been a partnership. We are so pleased with their recommendations for overall planning as we explore the many aspects of our early years to our retirement years, including estate planning.
Terri and Dave H
We needed advice on each issue to be considered taking into account the impact of the other issues, and after attending a Balance Financial seminar run by Scott, we decided that this could be what we were looking for. Following subsequent discussions with Scott we were very impressed by his experience in all the areas we needed.
Christine and Ken M
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THE RIGHT BALANCE OF KNOWLEDGE AND EXPERIENCE

BALANCE. IT'S AT THE CORE OF EVERYTHING WE DO.

Our advisors share this approach and our extensive knowledge and experience with our clients every single day. Our clients see it, they feel it, and they live it, too.

 

Financial planning is not just about numbers – it’s about people, and that balance is critical in creating solid, long-lasting relationships. Building these relationships is the cornerstone of developing financial plans that are relevant to our clients’ needs, realistic in their implementation and results, and resilient to the bumps along the way.

TOOLS TO HELP YOU REACH YOUR GOALS

Having a personalized financial plan that takes your day-to-day life and your long-term future into consideration can take an enormous weight off your shoulders. At Balance Financial, we live by our name. We bring reassuring balance to your financial concerns – while protecting a comfortable balance in your bank account.

LIFE INSURANCE 101

What types of life insurance are there? How much life insurance is right for you? We're here to help you figure it out.

MONEY BASICS

How to improve your finances? How does an annuity work? We hold free information sessions on a variety of financial topics.

RETIREMENT PLANNING

We will help you understand how to put your money to work so that it will be there when you stop working.

OUR VISION COMES FROM EXPERIENCE

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

It takes time to develop. 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.

Balance Financial 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.

(613) 324-0158
info@balance-financial.ca

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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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