A holistic approach to retirement planning for professionals.
At Engage Financial, we work with professionals like you to understand what their ideal retirement looks like, and take a holistic view of your net worth, income streams and annual budget to ensure you are on track to achieve it. This method is referred to as integrated financial planning, which is the most effective method for optimizing your wealth.
Achieving your retirement goals requires a keen eye, a disciplined approach, and clear communication. These are the foundational attributes we’ve built our company on, and continue to deploy to achieve the results that we do for our clients.
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 retirement plan is covered so that you can achieve the retirement you envision. Our holistic approach to analyzing your current net worth, budget and income streams enables us to develop clear and concise plans that are straightforward for our clients to follow.
Schedule your complimentary consultation today to learn more about our services, define your goals and establish the path to your retirement.
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