Live for Today, Plan for Tomorrow
At The Quarry Group Wealth Management, 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 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 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 –
- Work with you to 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
- Re-balance 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.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.
Through our discovery process at The Quarry Group Wealth Management, we can connect you with TD specialists in Commercial Banking, Wealth Advisory Services, Private Banking and Estate Trust 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.
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.