Joe Scalise

Joe Scalise

Portfolio Manager

CFP®

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(403) 292-1112

Mobile

(403) 390-5392

Office Location

200 Quarry Park Blvd. SE., Suite 130 Calgary, AB T2C 5E3. map

Over his last 20 years in the financial services industry, Joe has developed a passion for investment and wealth planning. Since joining TD Bank Group in 2001, Joe has been helping families reach their wealth goals by using a holistic process that takes in to account each family's unique situation.

Joe graduated from the University of British Columbia with a degree in History and Economics and holds the Certified Financial Planner (CFP®) designation. He also holds the Chartered Investment Manager (CIM®) designation and completed the Certificate in Retirement Strategy.

Joe and his wife Claudia are both native Calgarians. With their two children, they enjoy travelling, sports and the outdoors.


The Quarry Group Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Certificates

CFP®

CIM®

Languages

English