1505 Laperriere Ave. Suite 339 Ottawa, ON K1Z 7T1
Call Us Toll Free613-227-0715


Integrated Financial Planning

Managing your wealth effectively.

Engage Financial assists professionals – young and established – in achieving the retirement lifestyle they desire through an integrated approach to financial planning that combines sound investment management with an eye to the future.

Our Services

Financial Planning Services in Ottawa

Who We Are

Financial Planning for Professionals in Ottawa

Engage Financial is led by Scott Sherman, a mutual fund and insurance-licensed Financial Advisor and Certified Financial Planner. Scott genuinely cares about his clients. His work is defined by strong client relationships and a track record of successfully helping them achieve their retirement goals.

Schedule your complimentary consultation today to get started on your new financial plan.

What we do
Design a path to the retirement you envision
Diversify and manage your investments
Engage with you every step of the way to ensure you are on the right track
Get started down a better path today

Schedule your complimentary consultation


Meet the Leader of Engage Financial

Scott Sherman

Scott Sherman

Financial Advisor, Engage Financial

For my entire professional career I’ve been dedicated to helping professionals achieve their retirement goals through integrated financial planning. As a Certified Financial Planner and Financial Advisor, I am here to help you navigate the complexities of the investment world, and ensure you are on a path to achieving the retirement you envision. I look forward to helping you on your journey.

Engage Financial

Helping you achieve the retirement you envision

Engage Financial

Contact Us

Address: 900 Lady Ellen Place Suite 144    Ottawa, Ontario K1Z 5L5
Phone: 613-227-0715
Fax: 613-701-9004
Email: scott.sherman@7913.email

1505 Laperriere Ave Suite 339 Ottawa, ON K1Z 7T1
Phone: 613-227-0715
Fax: 613-701-9004

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