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.
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.