The Quarry Group Wealth Management

Our team has over 50 years of investment experience combined between Joe Scalise and Michael Serpico. As of July 2024, our team has over $600,000,000 of assets under management.

Our team believes that successful relationships are built on a bedrock of trust, openness and always keeping our clients' best interests in mind. Our team will take a comprehensive approach that extends beyond investing. We offer you the relevant, customized wealth advice you deserve. As your needs change and evolve over time, we will tailor our services and solutions accordingly. Whether you are building your career or business, or shifting into retirement, we believe that our disciplined planning approach will help make you more confident in your decisions, and more focused on your future.

We look forward to talking to you!

We See The Whole You

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies

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Discretionary Investment
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Interesting Videos To Explore

Joint accounts and estate planning: Mistakes to avoid

Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy? Mindi Banach, Tax and Estate Planner, TD Wealth, joins Kim Parlee to share some situations where it can make sense and where things could get complicated.

*On Aug. 12, the federal government released draft legislation that proposes to remove the filing obligation for bare trusts for the 2024 tax year. The draft legislation also includes changes that could reduce the number of people affected by the bare trust reporting rules.

Business owners: When does an RRSP or TFSA make sense for you?

If you’re a business owner, the choice between keeping money in the business or pulling some out to save for retirement is a common dilemma. And whether you choose to use an RRSP or TFSA could depend on several factors. Pierre Létourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss how income and cash flow considerations could play a role in which account might be best for you.

U.S. election shakeup and the implications for markets

The decision by U.S. President Joe Biden to drop out the 2024 presidential race has put this year’s election campaign into uncharted territory. Michael Craig, Managing Director and Head of Asset Allocation and Derivatives Team at TD Asset Management, looks at the changing political landscape and the implications for markets.