Ross McShane, CGA, CFP, RFP
Director, Financial Planning Services
613.726.1010, ext. 270
rmcshane@mclartywm.ca
“I am passionate about providing clients with objective advice while educating them about various concepts, strategies and solutions. I am driven by helping clients achieve their financial goals and accomplish this by following a disciplined financial planning process that includes a custom, written financial plan. More than ever clients are seeking a trusted advisor and I accept this role with the highest level of pride and care. There is no greater satisfaction than working with clients over a number of years and seeing them achieve their goals.”
Ross is a professional accountant and financial planner with close to thirty years of experience in the financial services field. Ross gained a well-deserved reputation for his excellent financial planning and communication skills during the fifteen years he spent with an Ottawa-based organization that serves healthcare professionals across Canada. He was involved in the design and delivery of financial planning services for that organization’s high net worth clients and he also coached the company’s 175 financial consultants on the financial planning process.
At McLarty & Co Ross is focused on providing financial planning services that integrate the work of our assurance and tax professionals. Although his main area of expertise is financial planning, Ross is also knowledgeable about personal and corporate taxation, estate planning, insurance and wealth management. Ross prepares personal financial plans that are individualized and comprehensive by pulling together corporate and personal tax strategies, estate and succession plans, other insurance requirements and the financial results provided by accounting reports. His planning also takes into consideration wealth accumulation and payout strategies, tax-efficient investment tactics and personal and family situations. The results are custom roadmaps to financial peace of mind.
Ross’ Favourites:
Sports: Hockey and cycling
Pastimes: Listening to country music with my wife, Marilyn and spending time with my sons and two West Highland Terriers
Music: Country music such as Alan Jackson, George Strait, Martina McBride and Carrie Underwood
Movies: Remember the Titans, Rudy, Sea Biscuit
Snack: Coffee and cookies
Vacation spots: Anywhere hot and sunny with a sandy beach and a cycling route
Proudest Sports Moments: Watching my sons play competitive hockey, Team Canada 1972 and completing Ironman 70.3 Florida