Shane McDonald, BA, BBA


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 could be formed. This entity is a real-life demonstration of how successful businesses can transition through the generations.