- 613.324.0158
- HELLO@pentawealth.ca
INSURANCE
INVESTMENTS
MORTGAGES
GROUP BENEFITS
ADVICE
WEBINARS
The pressures of supporting a family, owning a business, or just simply knowing you’ll have enough to live well after retirement are enough to keep most of us wide-eyed and awake at three in the morning.
Turn worry into insights. Turn insights into action.
Register for our fun, informative webinars.
PLANNING FOR YOUR FUTURE
PLANNING FOR YOUR FUTURE
Financial planning isn’t just limited to planning for retirement. It also includes planning that affects your life today. Things like tax planning, debt management and saving for your child’s education are all very much impacted by the here and now. With the help of Penta Wealth, along with a dash of creativity and a solid commitment, you can lay the groundwork for a rewarding financial position in life – today and tomorrow.
SMART & SIMPLIFIED INVESTING
SMART & SIMPLIFIED INVESTING
Having a well thought out investment strategy can easily mean the difference between a leisurely retirement and one that is rife with financial stress. It’s never too soon to start building that nest egg. And if you are a business owner, you know that attracting and retaining talent is a competitive game. Having an attractive compensation package is essential, and this means having a package that includes a smart investing plan. At Penta Wealth, we’ll optimize your employees’ investments. When combined with our generous insurance options, your employees can feel valued and secure.
INSURANCE NEEDS
INSURANCE NEEDS
Insurance is critical in planning for the unexpected. When life throws us curveballs, it’s important to be prepared. Working with Penta Wealth means having access to some of the best coverage plans and lowest rates in Canada. We will work closely with you to develop the right plan for you, your family and your business. This could be any combination of life, disability, critical illness, long-term care, and travel insurance, to name a few. When the inevitable comes, make sure your family and your employees are protected against unforeseen costs and financial challenges.
WHAT CLIENTS LOVE ABOUT
WORKING WITH PENTA WEALTH
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THE RIGHT BALANCE OF KNOWLEDGE AND EXPERIENCE
BALANCE. IT'S AT THE CORE OF EVERYTHING WE DO.
Our advisors share this approach and our extensive knowledge and experience with our clients every single day. Our clients see it, they feel it, and they live it, too.
Financial planning is not just about numbers – it’s about people, and that balance is critical in creating solid, long-lasting relationships. Building these relationships is the cornerstone of developing financial plans that are relevant to our clients’ needs, realistic in their implementation and results, and resilient to the bumps along the way.
TOOLS TO HELP YOU REACH YOUR GOALS
Having a personalized financial plan that takes your day-to-day life and your long-term future into consideration can take an enormous weight off your shoulders. At Penta Wealth, we live by our name. We bring reassuring balance to your financial concerns – while protecting a comfortable balance in your bank account.
LIFE INSURANCE 101
What types of life insurance are there? How much life insurance is right for you? We're here to help you figure it out.
MONEY BASICS
How to improve your finances? How does an annuity work? We hold free information sessions on a variety of financial topics.
RETIREMENT PLANNING
We will help you understand how to put your money to work so that it will be there when you stop working.
OUR VISION COMES FROM EXPERIENCE
The ability to deliver financial advice that is relevant, realistic and resilient doesn’t just happen.
It takes time to develop. And it takes experience – as a professional and as an individual. Our vision, established by our Principal, Scott Boassaly, is to provide innovative financial advice and products to our clients to ensure the delivery of custom financial plans for life. Our relationship with our clients doesn’t end with the plan – the plan is just the beginning of a life-long friendship built on mutual trust and respect.
A former high school teacher and college Economics lecturer, Scott Boassaly has always valued education. This is further illustrated by his formal education. He holds a BA in History from Carleton University, a Bachelor of Education from The University of Ottawa, and an MBA from The University of Ottawa. We continue this tradition of valuing education by delivering free public retirement and estate planning seminars and webinars and free financial literacy workshops for kids and teens. For the past 12 years, we have taught the public service retirement course to both the Federal and Provincial governments.
Our firm is the only certified responsible investment advisory firm in Ottawa, led by Scott Boassaly’s Certified Responsible Investment Advisor (RIAC) and Responsible Investment Specialist (RIS) designations.
We are family-focused, local and involved in our community, which means we understand you and your financial needs.
MEET PENTA WEALTH
Scott Boassaly
Nicholas Lambert
Sean Walden
Dylan Rose
Malgovik
A former high school teacher and college Economics lecturer, Scott Boassaly has always valued education. This is further illustrated by his formal education. He holds a BA in History from Carleton University, a Bachelor of Education from The University of Ottawa, and an MBA from The University of Ottawa. This focus on education reveals itself in his approach to financial advice and in his commitment to offering free financial seminars to both adults and children. Celebrating his 20th anniversary as a wealth manager, Scott started his career at a large national firm where he quickly transitioned into management. Further industry experience was gained working with a reputable brokerage, then managing his own brokerage, Balance Financial, since 2019. Scott is the only certified responsible investment advisor in Ottawa and also holds the Real Wealth Manager designation.
Knowledgeable, charismatic, and trust-worthy are just a few words most often used to describe Nicholas Lambert. With over two decades of experience in customer relations, Nicholas has established himself as a powerhouse of success, a respected team leader, and a trusted advisor. In his role at Penta Wealth, he has found success through utilizing effective communication skills to fully understand an individual’s unique circumstances and translating those needs into a tailored action plan with a high level of precision and professionalism. Nicholas’ passion for wealth management paired with his strong will to be of service have led him on this path. He looks forward to helping clients find security and peace of mind as they strategically grow their wealth.
Sean joined the financial services industry after 18 years working as an entrepreneur in health and business. Sean’s holistic approach and enthusiasm in dealing with client needs is his greatest asset. Sean currently holds a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Elder Planning Care (EPC) designations. He also holds an insurance, mortgage and mutual funds license. Because of his background he is able to place all the pieces of your life together in one simple plan. He has a sincere passion in helping people achieve their financial independence and dreams through planning. He has a personal passion for cooking and personal fitness. He live in Ottawa with his wife and has two wild little boys, two orphaned kittens and actively participates with charity in the community.
As a seasoned financial professional with a passion for empowering individuals to achieve financial well-being, Dylan as a dedicated Holistic Financial Planner. With a career spanning over 18 years, Dylan has cultivated a reputation for providing comprehensive financial solutions that transcend traditional approaches. Dylan places a strong emphasis on building long-lasting relationships with clients, rooted in trust and mutual understanding. By taking the time to truly understand each client’s unique circumstances, aspirations, and concerns, Dylan and his team tailor personalized financial plans that align with individual goals and values.
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