Dan O’Shaughnessy of O'Shaughnessy Financial Services is part of the Wealth Professional Canada Young Guns 2017.
Principal
O’SHAUGHNESSY FINANCIAL SERVICES
Age: 34
Years in the industry: 5
Working for giants of the industry like Goldman Sachs or Bank of America Merrill Lynch is what many people aspire to, but for Dan O’Shaughnessy, it left him unfulfilled. Instead, he decided to scratch his entrepreneurial itch by setting up his own firm, O’Shaughnessy Financial Services, which specializes in life insurance and estate planning.
“The industry needs to do more to promote itself in higher education to attract well-educated professionals to the space,” he says. “The story that should be told is the huge opportunity for young professionals with the rising age of advisors, the flexibility of schedule, the great clients you can get if you do the right work and the entrepreneurial freedom that comes with growing your own business.”
O’SHAUGHNESSY FINANCIAL SERVICES
Age: 34
Years in the industry: 5
Working for giants of the industry like Goldman Sachs or Bank of America Merrill Lynch is what many people aspire to, but for Dan O’Shaughnessy, it left him unfulfilled. Instead, he decided to scratch his entrepreneurial itch by setting up his own firm, O’Shaughnessy Financial Services, which specializes in life insurance and estate planning.
“The industry needs to do more to promote itself in higher education to attract well-educated professionals to the space,” he says. “The story that should be told is the huge opportunity for young professionals with the rising age of advisors, the flexibility of schedule, the great clients you can get if you do the right work and the entrepreneurial freedom that comes with growing your own business.”
