Leadership
Meet the Leader of Engage Financial
![Scott Sherman](https://engagefinancial.ca/wp-content/uploads/2016/12/Scott-Sherman.jpeg)
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