Scott Boassaly, RIAC

President | Financial Advisor
Balance Financial

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Specialist (RIS)
Responsible Investment Advisor Certification (RIAC)

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
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
Minimum Account Size


Investor Type Dealt With



Type of License


Chambre de la sécurité financière

Provinces Licensed In
  • Ontario
  • Quebec