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Suchan McQuaid Wealth Management | Happy couple driving a boat
Wealth Management Services Since 2005
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Schedule a Meeting

Contact us today to
discuss your financial
goals and needs.

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Meet Our Staff

Our team includes financial
planners, financial security
advisors and more.

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Our Services

We offer financial planning
services for individuals
and businesses.

Get Answers From Your Oshawa Financial Planners

Since 2005, Suchan McQuaid Wealth Management in Oshawa has provided clients with a range of financial services. Our experienced staff guides our clients through customize financial solutions, helping to set them up for financial success. On this page, you'll find answers to some of our most commonly asked questions. To discuss your financial needs in more detail, call our office for an appointment today.



How do I know which investment opportunities are right for me?


Our financial planner will sit down with you to discuss your current financial situation and put together a comprehensive strategy with the goal of maximizing your initial investment.



Does it matter when I start planning for my financial future?


Starting early is beneficial as it gives you more time to save and invest, but our financial planners can help you put together a strategy at any stage in your life, whether you've just started a career or you're planning on retiring soon.



How often should I review my RRSP?


You should re-visit your plan annually and whenever a major life change occurs. Your financial security advisor will work with you to make sure you're on track to achieve your goals.

Products and Services

 

For Businesses

 

Protecting your business

Protecting your employees

Solutions Banking™

 

For Individuals and Families

 

Investment products

Insurance products

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The information on this website is intended for residents of Ontario only.

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Representing Freedom 55 Financial, a division of London Life Insurance Company


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