We ensure your investments are on track to help you achieve the retirement you envision
At Engage Financial, we help professionals like you make the most of their financial successes by developing an investment plan that takes into account the retirement lifestyle you aim to achieve, your risk tolerances, and your expected cash flow needs throughout the course of your life. We then work with professional portfolio and mutual fund managers to put your investment plan into action.
Managing your own investment portfolio can be challenging and time consuming for professionals. Engage Financial is equipped to deal with every investment situation including diversification, tax implications, and portfolio decisions.
Engage Financial is an Integrated Financial planning firm led by Scott Sherman, a MFDA and insurance licensed Financial Advisor. We work with a team of specialists to ensure every base in your investment portfolio is covered so that you can grow and protect your wealth. We take a measured and detailed approach to managing your investments so that you can achieve the retirement you envision.
Schedule your complimentary consultation today to learn more about our services, define your goals and establish the path to your retirement.
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