Joe Scalise, CFP ®, CIM ®

Senior Portfolio Manager & Senior Investment Advisor

With more than 25 years in the investment industry, Joe has built his career on helping clients make confident, informed financial decisions. As a Portfolio Manager and Investment Advisor, he has worked closely with clients to design portfolios that balance growth, income, and risk always tailored to individual goals and life circumstances.

Michael Serpico, CFP®, CIM®

Senior Portfolio Manager & Senior Investment Advisor

With more than three decades of investment experience, Michael has guided clients through some of the most turbulent chapters in financial history - market corrections, recessions, and periods of extreme volatility. Those experiences have shaped a clear and enduring ideology: disciplined investing and rigorous risk management will outperform chasing short-term market noise.

Alexandria Serpico, CIM®, B. Comm (Hons)

Associate Investment Advisor

Alexandria is dedicated to helping high-net-worth families, business owners, and female investors build financial confidence and long-term security. Holding the Chartered Investment Manager (CIM®) designation and drawing on her experience in Commercial Banking, she brings a broad perspective to both personal and business wealth planning. In collaboration with TD specialists, she takes a comprehensive approach to wealth management, integrating investment management, tax-efficient strategies, retirement planning, and estate planning to help clients build, preserve, and transition wealth across generations.

Salvatore (Savi) Scalise, CIM® B. Comm (Hons)

Associate Investment Advisor

Salvatore is passionate about helping individuals and families make informed financial decisions and build confidence in their future. As an Associate Investment Advisor with The Quarry Group Wealth Management, he works closely with clients to develop personalized wealth strategies that align with their goals, values, and evolving needs.

Before entering the wealth management industry, Salvatore earned his Finance degree while competing as a university-level hockey player. The discipline, accountability, and teamwork developed through athletics continue to influence his client-first approach and commitment to excellence.

Jigna Mandalia

Client Relationship Associate

In her role, she finds it rewarding to overcome challenges and provide solutions to client inquiries, no matter how complex or how new the concept and she is committed to delivering legendary client experiences with courtesy, discretion, and professionalism, bringing over 30 years of experience in the financial industry.