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Ross McShane

Ross McShane

Drawing on more than 30 years of experience in the financial services industry, Ross has a well-deserved reputation for his exceptional financial planning and communication skills.  Ross provides meaningful financial planning services that integrate personal and corporate taxation, estate planning, and wealth management. A recognized expert in his field, Ross currently sits on the standards panel at the Financial Planning Standards Council (FPSC). Ross is regularly published and quoted in the national media on financial-planning issues contributing advice to the Globe and Mail, Canadian MoneySaver, and MoneySense, and has been interviewed on national television and local radio. 

 

Ross McShane, CPA, CGA, CFP, RFP, CIM

Vice President, Financial Planning

Doherty & Associates

56 Sparks St, Suite 700

Ottawa, ON   K1P 5A9

T: 613.238.6727  F: 613.238.3957

ross.mcshane@doherty.ca

www.doherty.ca


Articles

Tax Smart Retirement Funding Asset Mix Decisions (Download)

Tax Smart Retirement Funding (Download)

Does Your Financial Plan Have The Flexibility To Absorb Health Care Costs? (Download)

How Will Your Retirement Plan Adapt To Investment Surprises? (Download)

Why Your Retirement Plan Requires Flexibility (Download)

Yikes! What Has Happened To My Preferred Shares? (Download)

"Generating Cash Flow During Your Golden Years" (Download)

"Taking Advantage of Tax-Loss Harvesting" (Download)

"Investing with the OAS Clawback in Mind" (Download)

"RRSPs and Drawdown Considerations" (Download)