The Quarry Group Wealth Management
The Quarry Group Wealth Management
Our team has over 50 years of investment experience combined between Joe Scalise and Michael Serpico. As of July 2024, our team has over $600,000,000 of assets under management.
Our team believes 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.
We look forward to talking to you!
We See The Whole You
Discretionary Investment
Specialized Services
Interesting Videos To Explore
Market making you queasy? How to avoid self-sabotage
TD Wealth's Chief Wealth Strategist shares some ideas on how to alleviate the discomfort of a volatile market. Spoiler alert: It doesn't involve selling all your investments.
What a looming trade deadline could mean for Canadian stocks
Investors continue to shrug off the intensifying threats of higher U.S. tariffs. Michael O’Brien, Managing Director and Co-Head of Canadian Equity Portfolio Management, TD Asset Management joins MoneyTalk to discuss what investors should be watching ahead of the looming trade deadline.
On-again, off-again tariff talk: What trade uncertainty means for markets
To tariff or not to tariff. That is the question financial markets are hoping will be answered as the Trump administration pushes its on-again, off-again trade tariff strategy. Phil Davis, Founder of philstockworld.com, speaks with MoneyTalk’s Kim Parlee about the impact mixed messaging is having on markets and how investors should position themselves for potential opportunities and risks.
