In this important, yet fun, webinar, you will learn essential information for anyone interested in making sure they or their family will survive the financial challenges caused by unexpected death or a serious illness.
In this important, yet fun, webinar, you will learn essential information for anyone interested in making sure they or their family will survive the financial challenges caused by unexpected death or a serious illness.
In this important, yet fun, webinar, you will learn essential information for anyone interested in making sure they or their family will survive the financial challenges caused by unexpected death or a serious illness.
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.
