Business Details
21 Years
experience
Trusted Financial Advisers in Oshawa
Since 2005, Suchan McQuaid Financial has provided tailored financial solutions to individuals and businesses in Oshawa. Our team of certified professionals, led by Richard Suchan, CFP, combines decades of industry experience with a client-centered approach to deliver comprehensive financial security plans. We specialize in analyzing clients' unique circumstances to develop strategies that address retirement planning, investment management, insurance, and business protection. Our mission emphasizes professionalism and personalized service, ensuring clients receive actionable advice aligned with their evolving goals. With a support network through Canada Life, we offer access to a broad range of financial products and retirement income solutions.Our commitment extends beyond initial planning, incorporating regular reviews to adapt strategies as life circumstances change. The team's collective expertise, including over 46 years of administrative experience from Kathleen Gemmill, ensures seamless execution of financial plans. We prioritize transparency in all client interactions, emphasizing secure communication methods for sensitive information. By focusing on the four cornerstones of financial securitydeath, retirement, liquidity, and disabilitywe help clients build resilient financial frameworks. Our office maintains structured operations Monday through Friday, with dedicated staff available to address client needs promptly.
Services
Financial Planning
Investment Products
Insurance Solutions
Retirement Planning
Business Protection
Disability Insurance
Critical Illness Coverage
Group Benefits
Estate Planning
Wealth Management
Details
- Year established: 2005
Highlights and features
- We offer 19 years of experience in financial planning since 2005.
- Our team includes certified financial planners with specialized expertise.
- We provide access to Canada Life's comprehensive financial products.
- Our four-cornerstone approach addresses all aspects of financial security.
- We conduct regular plan reviews to adapt to changing life circumstances.
Services
Financial Planning
We develop customized financial security plans tailored to individual and business needs. Our process begins with analyzing current financial situations to identify gaps and create strategies aligned with specific goals. Regular reviews ensure plans remain effective as circumstances evolve.
Investment Products
We offer a range of investment solutions including segregated funds, RRSPs, and RESPs. These products help clients build wealth for education, retirement, or business growth. Professional management ensures portfolios align with risk tolerance and financial objectives.
Insurance Solutions
Our insurance services cover life, disability, critical illness, and health coverage. These products protect against financial risks that could jeopardize personal or business assets. We help clients select appropriate coverage amounts based on individual circumstances.
Retirement Planning
We create retirement income plans that ensure financial security during post-employment years. Services include analyzing desired lifestyle needs, optimizing government benefits, and implementing tax-efficient withdrawal strategies. Regular assessments maintain plan relevance as retirement approaches.
Business Protection
Our business protection services include key person insurance and succession planning. We help business owners safeguard against financial losses from unexpected events. Group benefits programs also help attract and retain employees while providing tax advantages.
People
Richard Suchan
President
Certified Financial Planner with over 19 years of experience in financial services. Specializes in creating customized security plans for individuals and businesses. Holds Honors BA degree and maintains professional affiliations with Canada Life.
Kathleen Gemmill
Operations Manager
46-year financial services veteran with expertise in administrative operations. Former Canada Life professional who ensures smooth client service delivery. Manages organizational logistics and client experience quality since company inception in 2005.
Hollie Cullen
Marketing Associate
Brings 10 years of banking sector experience from Bank of Nova Scotia. Holds BA in Humanities from University of Toronto. Focuses on client communication and marketing initiatives to enhance service visibility and accessibility.
Suzanne James
Marketing Associate
Combines law enforcement background with client service expertise. Holds diploma in Law and Security Administration. Focuses on creating positive client interactions through streamlined service delivery processes since joining in 2024.
Julie Maradyn
Administrative Assistant
Office Administration diploma holder from Durham College. Manages digital filing systems and administrative operations. Provides four years of dedicated support to ensure efficient office functionality and client document management.
Questions
What financial services do you offer for individuals?
We provide investment products, insurance solutions, retirement planning, and customized financial security plans tailored to individual needs and goals.
Do you work with business owners?
Yes, we offer business protection strategies including key person insurance, succession planning, and group benefits programs for business owners.
How do you approach financial planning?
We use Canada Life's four-cornerstone process covering death, retirement, liquidity, and disability to create comprehensive, adaptable financial security plans.
What are your business hours?
Our office operates Monday through Friday from 8:00 AM to 4:00 PM Eastern Time.
