Business owners and entrepreneurs are highly motivated and driven to make their companies successful. This can often take a toll on other aspects of life, including managing their personal finances. At Quarry Wealth, we partner with our clients and work through the noise giving you a complete financial picture for your future.
We create holistic, fully customized plans that give you clarity around the six most important areas of your financial life: your goals, your taxes, your estate, your risks, your blind spots and your investments. Our Calgary financial advisors integrate your investment strategy with all other aspects of your financial life for today's needs as well as tomorrow's.
We create holistic, fully customized plans that give you clarity around the six most important areas of your financial life: your goals, your taxes, your estate, your risks, your blind spots and your investments. Our Calgary financial advisors integrate your investment strategy with all other aspects of your financial life for today's needs as well as tomorrow's.
Services
For over 30 years Quarry Wealth has been a part of your community. We are a small, dedicated team with 84 years of combined experience in banking, lending, investments and insurance. We pride ourselves on taking the time to get to know our clients. We recognize that each family and each business has unique needs.
Are you currently receiving payments from the Government via Cheque? If you are, did you know that you can increase your convenience by easily setting up direct deposit? The Government of Canada is switching from cheques to direct deposit, an. This deadline extension applies to any new applications for CEBA.
We provide our clients with opportunities ranging from annuities to full discretionary accounts as well as alternative investments through Raintree Financial Solutions. Our investment philosophy is structured around diversification and preservation of capital. We see ourselves as educators who arm you with the information required to make informed decisions.
At Quarry Wealth, we work with wealthy retired couples, professionals (including physicians, dentists, engineers and accountants) business owners who are still building their wealth or who have successfully implemented a succession plan and high income earners who are saving a significant portion of their household income.
During the initial consultation you'll receive answers to your most pressing financial questions from one of our Financial Advisors, Sean Wilson or Russ Hafer. We will then be able to provide you with a tailored solution that's customized to your unique needs. Review your risk tolerance, the diversification within your portfolio and suitability requirements.
Reviews (7)
Carman Protz
Apr 01, 2021
Report
I’ve been working with Sean and Russ at Quarry Wealth for over 10 years! My comfort level with “investors” wasn’t the best as I’ve had a number of individuals and large banking institutions take advantage of my trust, believing they had my best interests in mind when it came to insurance, long term investments and savings for retirement. Sean and the team were exceptional in detailing my risk, investment comfort level and able to deliver returns better than expected on my portfolio.
I trust Sean in his recommendations and look forward to our continuing success in the future.
I trust Sean in his recommendations and look forward to our continuing success in the future.
Devin Chamberlain
Mar 01, 2021
Report
My wife and I have had the pleasure of working with Sean at Quarry Wealth for a few years now. We have worked with a few different financial advisors in the past but with Sean we were able to get actionable advice and were able to put a plan in place to not only help us plan for retirement but also plan to help out kids with their school funds. I would recommend Sean and Quarry Wealth for anyone looking for help.
B. & D. Consulting
Feb 28, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
As a small business in Alberta, Sean at Quarry Wealth has been integral to our continued growth. Sound and smart advice is always available and given in a warm and welcoming way. Quarry Wealth meets all of our insurance needs, there is no need to go anywhere else.
As a small business in Alberta, Sean at Quarry Wealth has been integral to our continued growth. Sound and smart advice is always available and given in a warm and welcoming way. Quarry Wealth meets all of our insurance needs, there is no need to go anywhere else.
Jeff Protz
Feb 20, 2021
Report
My relationship with Sean (and Russ) began 15+ years ago with insurance products and eventually investments. Market fluctuations aside, it is important to feel confident that the financial guidance you receive is the best for you and your family.
Sean and Russ have earned my confidence through both rewarding and challenging times. Our discussions, while professional, have always been relaxed and comfortable. Their advice has resulted in a promising retirement for my wife and I.
Sean, Russ and their prompt and courteous staff are a good choice for anyone looking for a well rounded strategy to
Sean and Russ have earned my confidence through both rewarding and challenging times. Our discussions, while professional, have always been relaxed and comfortable. Their advice has resulted in a promising retirement for my wife and I.
Sean, Russ and their prompt and courteous staff are a good choice for anyone looking for a well rounded strategy to
Elliot Paterson
Feb 11, 2021
Report
I have been Sean’s client for about a decade. He took my small nest egg and scattered investments and grew it into a big nest egg. I have always been unsure how I could save enough to have a comfortable retirement. I know what I save every month, but I could not see how that translated into a comfortable retirement. Sean takes the time to explain his recommendations in detail and will whip out his calculator and forecast how it will grow. I am seven years from my planed retirement date, and I can honestly say it will happen. I highly recommend Quarry Wealth Management to anyone who wants to plan
Erin Friesen
Aug 25, 2020
Report
We have been with Quarry Wealth for over a decade. Their access to great products, knowledge base and service is far superior from other experiences we have had. Sean and Russ are extremely professional and responsive. We have referred many clients and friends to the team at Quarry Wealth and they have all been happy with the service and relationship they have built with them. They truly take your needs into consideration and care about financial situation.
Erin Wagner
Jul 06, 2020
Report
We have been clients of Quarry Wealth for over 5 years now. We choose Quarry for a number of reasons - personal and local connection, network in the investing field, product selection. It is great to be able to have all products (investments, insurance, other), with one advisor and also to ensure these products align with our wealth strategy. Thanks to Sean and Russ for their commitment to service and product selection and continuing to look for ways to improve their offerings and expand their network in the investment field.
