About Don Shaughnessy

I am a retired partner in an international public accounting firm.  I am interested in financial planning and products and processes related to that.  I have found that many people go through the motions of financial planning without a clear understanding of the strategic purpose and tactical environment.  These people underachieve.

My training and experience gained in public accounting, life insurance agency operations, and consulting services relating to retirement planning, estate planning, business transfer and succession questions helps me to provide guidance, products and full communication with other professionals.

My purpose is to develop, present and explain methods to achieve more income and larger capital values using tax advantaged structures, products and methods.

I can presently be found at The Protectors Group, a large personal insurance, employee benefits and investment agency in Peterborough Ontario.  In that situation I work with individual clients to help them achieve their financial goals.

When not working with clients I like to use well developed written and presentation skills in the areas of seminars, keynote addresses, short articles and research documents.

I have developed and presented seminars and course material for a wide variety of organizations ranging from The CIBC to BDC and from the Ontario Federation of Agriculture to The Canadian Bar Association.

Teaching experience includes lecturing at community college, various insurance industry professional development courses, and professional development courses for the Ontario Institute of Chartered Accountants.

I have participated in more than 50 television shows related to financial planning and have authored more than 1,700 articles on taxation, financial planning, business management and insurance.

Specialties: Business structure, business continuation planning, personal estate structures, strategic planning, life and living benefits insurance.

Margaret and I have 4 children (all grown) and 6 grandchildren.

Contact me at don@moneyfyi.com or 705-748-5181 x225

8 Responses to About Don Shaughnessy

  1. Brian Jones says:

    I hope to get to know you through your contributions.

  2. Our paths are as different as apples and oranges, but I am interested in finance and have always dreamt of being ‘successful’. I’ve read a few of your posts and enjoyed their advice and tone. Any good tips, like yours, are always welcome. -cheers, bllu

  3. Dale Ens says:

    Don, I have been reading your blog from time to time for the past two months. Suffice to say that I am truly enjoying your writing and the many nuggets of wisdom contained within. I admire both your intellect and your facility with language. While I might immodestly claim to have thoughts and ideas similar to yours, you have a wonderful ability to articulate your thinking in an entertaining, imaginative and useful way. I should be so gifted. Thank you for sharing.

  4. shane says:

    Hi Don , very honest and provocative views that get to the nub of many issues that the whole financial industry fails to acknowledge (or even be aware ?) Being retired you seem to be truely impartial but I suspect that you have always had a strong mind and I love your broader view of life and the financial challenges we all have today . PLease keep writing and sharing those thoughts ,
    Shane , from a little town near Edinburgh .

    • Thanks Shane. I appreciate your thoughtfulness. It pleases me to think people actually read this stuff. Perhaps scientific methods get in the way or obscure things that are fundamentally not difficult. So far this has been no shortage of subjects and maybe that is the misfortune. Keep in touch. Best

  5. Pingback: What Is Best Interest? | The Elegant Luxe Life

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