Richard Suchan, Hon. B.A., CFP
Certified Financial Planner
Phone: 905-721-8520 ext. 243
Our mission is to build a financial security plan tailored to help meet your specific needs. We're dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.
Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.
We'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.
Brian McQuaid, CHS
Financial Security Advisor
Brian has been in financial services since 1975. He graduated from Loyalist College in Belleville, Ontario with a Business Administration diploma, and recently earned his Registered Health Underwriters (RHU) designation.
Brian is a member of Advocis, the Financial Advisors Association of Canada, and specializes in providing financial security planning that focuses on solutions that improve and protect lifestyles. He also helps business owners understand current financial options and prepare for generational transfer of their business.
Since 2001, Brian has qualified for the Million Dollar Round Table, an international, independent association of less than one percent of the world's life insurance and financial services professionals.
Born and raised in Belleville, Ontario Brian now resides in Ajax with his wife Susan and dog Lilley. They love to spend quality time with their daughter Katie and her fiancé Brendan. Brian’s outside interests include personal training, hockey, and golf.
Kathleen has been with Suchan McQuaid Wealth Management Inc. since our incorporation in 2005 and had worked closely with Richard Suchan and Brian McQuaid for many years prior. She has more than 38 years of financial services administrative experience and spent the majority of her career with London Life and Freedom 55 Financial supporting successful financial security advisors. She provides leadership and many years of experience to our organization. Her primary mission is to ensure a positive experience for our clients while we all work to help protect their financial future. She and her husband reside in Havelock and enjoy spending time with family, traveling and entertaining friends at their lake house.