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Joe Scalise

Vice PresidentPortfolio Manager

  • CFP®
  • CIM®

Working together to help you achieve what truly matters to you

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 is a Certified Financial Planner (CFP®). Other designations include Chartered Investment Manager (CIM®) and Certified Retirement Specialist.

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

The Quarry Group consists of Wendy Farch, Vice President, Portfolio Manager, Investment Advisor, Joe Scalise, Vice President, Investment Advisor, Michael Serpico, Vice President, Investment Advisor, Cydney Hope, Client Service Associate and Cynthia Bour, Administrative Associate. The Quarry Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund. 

ADDITIONAL CONTACT

Branch Office: (403) 503-4488
Branch Fax: (403) 299-8639

LANGUAGES

English

View our brochures online

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We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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