The Best Financial Services in Oshawa

Handpicked Top 3 Financial Services in Oshawa, ON. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


343 King St W, Oshawa, ON L1J 2J8

Since 2005

Investment, RESPs, RRSPs, RRIFs, Mortgages, Segregated Fund Policies, Banking, Individual Life Insurance, Critical Illness Insurance, Health & Dental Insurance

Have access to a broad range of Insurance, Investment and Retirement Income Products

Mon - Fri 8:00 am - 4:30 pm Sat & Sun Closed

At Suchan McQuaid Wealth Management they guide clients to unique financial solutions using processes that deliver professionalism in a caring environment.
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71 Albert Street, Oshawa, ON L1H 4R1

Since 1992

Retirement Planning, Investment, Insurance, Tax Planning, Risk Management & Business Planning

Provides a broad range of Financial services to individuals and business owners seeking to maximize their Investment opportunities while controlling their risks and minimizing their taxes

Mon - Sun 8:00 am - 5:00 pm

John has been our Financial Planner since 2004. John always comes ready with innovative, long and short-term strategies and solutions to help us achieve our financial goals. He is professional and reliable and is concerned about all aspects of my financial well-being. I have been more than pleased with the service, personal attention, and investment knowledge that John has provided for me over the years. I would not hesitate to recommend the service of John to anyone.

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107 - 200 Bond St. W, Oshawa, ON L1J 2L7

Investment, Retirement Planning, Divorce Financial Planning, Insurance, Risk Management, Taxation, Estate Planning, Business Planning, Education Planning, Cash Flow & Budget Analysis

Offers Financial analysis for couples going through Divorce

Mon - Thu 8:30 am - 4:30 pm Fri 8:30 am - 3:30 pm Extended Hours By Appointment Only

Sheila and her team work with you to focus your financial and life goals so that you have the resources to make them a reality. Sheila will always tell you the truth about what is realistic and what you can achieve. Ask her all the difficult questions and she will always make sure you understand what is going on. Early retirement! Short and sweet, it’s wonderful. We are both now retired and we recommend it.

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