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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 provide custom-tailored investment advice and wealth management solutions that reflect your objectives at every stage of life. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us ensure strong and stable growth of your assets in a wide range of market conditions.  

Our Commitment

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

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.

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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.

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

View our brochures online

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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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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.

MoneyTalk Investing

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MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from our services?