RIA: Certified With a focus on socially-responsible investing, Scott Boassaly advises individuals and organizations with a unique combination of values-based investing, financial planning and wealth management. His expertise and close partnership with responsible investment fund companies enables his clients to invest confidently in a values-based way, all while benefiting from sound advice on addressing the financial needs of their families or stakeholders.
Come find your balance with us.
Services Offered in RI
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Institutional
Type of License
MFDA
Chambre de la sécurité financière
Provinces Licensed In
- Ontario
- Quebec