After graduating from St. Francis Xavier University with his BA and BBA, Shane entered the financial Services Industry in 1997. Shane managed a practice in Halifax, NS for 10 years before moving to Antigonish with his wife Tracy and daughter Paige. The move to Antigonish involved the acquisition of an established practice from a long term local advisor.
Shane’s business interests lie in portfolio development and investment risk management. In 2009 Shane moved his practice to the offices of Sangster and Associates Financial Services so that the firm Success ‘N Planning Inc. could be formed. This entity is a real life demonstration of how successful businesses can transition through the generations as Shane, Ron and Len promote to all our business clients.
Disclaimer: The information contained herein is for NS residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.