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The Quarry Group

"Working together to help you achieve what truly matters to you"

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Live for Today, Plan for Tomorrow

At The Quarry Group, we believe 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 strategies 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.

Our Commitment

Our relationship with you is the key to offering you tailored wealth strategies. The insight we gain from working with you is the basis on which we design your unique strategy that fits your goals. We understand what makes your situation different. We actively
listen and gather in-depth information to establish a clear understanding of your goals. We believe that your personal wealth strategy is key to your financial success. However, before we can begin to build your plan, we take the time to develop a deep understanding of you.

As your Portfolio Managers we will –

  • Understand your financial circumstances 
  • Develop a personal Investment Policy Statement to summarize and document your investment goals
  • Implement investment policies and strategies to help you meet those goals 
  • Measure and monitor your portfolio on an ongoing basis 
  • Rebalance your portfolio as necessary
  • Keep you informed of your progress toward your financial goal
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Our Discovery Process

Our unique discovery process uses behavioral finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you.We start with a deep understanding of who you are. This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life. To create your personal investment and wealth plan, we leverage our broad expertise to fit your unique needs.

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Through our discovery process we will build a team of specialists dedicated to helping you achieve your vision of success. These specialists include Private Banking, Estate Trust Services, Commercial Banking and Wealth Advisory Services.

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As your needs and priorities evolve, we will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time.

For more information on our team please click on the below article in Advisor Magazine. 

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


ADDITIONAL CONTACT

Toll Free: 1(844) 831-7464
Branch Office: (403) 503-4488
Branch Fax: (403) 299-8639

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    Meet The Team

    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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