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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.
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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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