The Quarry Group Wealth Management, Investment Advisor,Calgary, AB

Phone

Office

Office Location

#130, 200 Quarry Park Boulevard SE Calgary, AB T2C 5E3. map

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 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 –

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

What We Do

What to expect when working with us

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority. We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to ensure seamless execution in each area of your financial plan. We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

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.

What do you want to accomplish this year?
What are your goals?
What do you value?
What will your legacy be?
What is most important to you?
How do you feel about wealth?
What are your priorities?

Through our discovery process at The Quarry Group Wealth Management, we can connect you with TD specialists with expertise in everything from estate and trust planning and philanthropy, to business succession and tax planning.