Ross McShane

Ross McShane

financial plannerMale0.0Global Dominance: 0.00%

Ross McShane is an independent, advice-only certified financial planner based in Ottawa, known for providing tailored financial guidance to clients seeking to optimize their investment strategies and retirement planning.

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Recent news mentions

Ross McShane is an advice-only financial planner who is evaluating Hector and Celina's financial situation.

After a mid-career layoff, is Celina, 50, better off taking her pension in cash?
The Globe and Mail·CanadaCanada· 2026-02-21
7.0

Ross McShane is an advice-only certified financial planner who assessed Warren and Sheena's financial situation.

Can Warren, 62, retire in two years while maximizing his RRSP and TFSA?
The Globe and Mail·CanadaCanada· 2025-09-20
8.0
Also mentioned
Warren
Warren
Sheena
Sheena

We asked Ross McShane, an advice-only certified financial planner in Ottawa, to look at Jake and Wanda’s situation.

Laid off with $2.5-million in savings, should Jake and Wanda retire permanently?
The Globe and Mail·CanadaCanada· 2025-07-05
9.0
Also mentioned
Jake
Jake
Wanda
Wanda

Ross McShane is an independent financial planner who analyzed Robert and Kristel's financial situation.

Can Robert and Kristel, both turning 65, afford to spend more and still help their kids buy a home?
The Globe and Mail·CanadaCanada· 2025-02-14
8.0
Also mentioned
Robert
Robert
Kristel
Kristel