Leadership
Meet the Leader of Engage Financial
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.
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
Engage Financial
Contact Us
Address: 1505 Laperriere Ave
Suite 339 Ottawa, ON K1Z 7T1
Phone: 613-227-0715
Fax: 613-701-9004
Email: scott.sherman@7913.email