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

About us
Our Services

Financial Planning Services in Ottawa

Retirement Planning

The Areas of Practice

Define the lifestyle you want to achieve and develop the financial plan that will get you there.

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Investment Management

The Areas of Practice

Target the investment returns you need through a diversified mutual fund strategy.

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Complimentary Consultation

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We meet to establish your retirement goals and share more about our approach to retirement planning.

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Analysis, Planning & Implementation

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We undertake a thorough analysis of your circumstances, portfolios, and policies before developing a concrete plan to achieve your retirement goals.

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Continuous engagement

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We continue to meet annually – or more frequently as needed – to ensure that your goals are up-to-date and adjust your financial plan accordingly.

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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
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Design a path to the retirement you envision
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Diversify and manage your investments
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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

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Leadership

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.

About Us
Engage Financial

Helping you achieve the retirement you envision

Contact Us
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

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Disclaimers

Equity Associates Inc is a Mutual Fund and EMD Dealer in selected provinces. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Past performance may not be an indicator of future performance. Individual situations vary and products/strategies may not be suitable for all investors. Individuals should all read Fund Facts or prospectus (or similar) before making an investment and speak to their financial professional to see if an investment is right for them.

The recommendations and opinions expressed herein are those of Engage Financial and do not necessarily reflect those of Equity Associates Inc. They are not specifically endorsed by Equity Associates Inc. Articles on this site are not intended to provide individual financial, legal, tax or investment advice but rather is to be used for information purposes only.

Additional Products & Services Disclosure

All other products or services provided other than mutual funds and Exempt Market products are subjected to your advisor provided that they are duly registered to do so under applicable legislation and the dealer approves such activity to be conducted outside of the dealer. Any activities related to such other occupation are not the business of the dealer and are not the responsibility of the dealer.

1505 Laperriere Ave Suite 339 Ottawa, ON K1Z 7T1
Phone: 613-227-0715
Fax: 613-701-9004
scott.sherman@7913.email

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