Meet The Team
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Portfolio Manager
CFP®
CIM®
Over his last 20 years in the financial services industry, Joe has developed a passion for investment and wealth planning. Since joining TD Bank Group in 2001, Joe has been helping families reach their wealth goals by using a holistic process that takes in to account each family's unique situation.
Joe graduated from the University of British Columbia with a degree in History and Economics and holds the Certified Financial Planner (CFP®) designation. He also holds the Chartered Investment Manager (CIM®) designation and completed the Certificate in Retirement Strategy.
Joe and his wife Claudia are both native Calgarians. With their two children, they enjoy travelling, sports and the outdoors.
The Quarry Group Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
English
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Portfolio Manager
Investment Advisor
CFP®
CIM®
Michael has been managing investment portfolios with TD Wealth since 2001, first with TD Wealth Financial Planning and now TD Wealth Private Investment Advice. Michael holds the Certified Financial Planner (CFP®) and the Chartered Investment Manager (CIM®) designations. In 2015, Michael was honored with the title of Vice President for meeting or exceeding business goals and maintaining a high level of professional business conduct.
Family has always played an important role in Michael's life. Michael and his wife Laura have raised their two children with the values of honesty, trust, commitment and hard work; values which he brings to his practice every day and which he feels have lent greatly to his success.
In Michael's free time, he enjoys spending time with his wife Laura, their two children Nico and Alexandria and their large extended family.
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.
English
Associate Investment Advisor
CIM®
B.Comm. (Hons)
Alexandria was born and raised in Calgary, Alberta. She attended McGill University where she majored in Economics and was a proud member of the McGill University Varsity Hockey Team. During her time on the team, they won two RSEQ conference titles and made it to the CIS National Championship.
Following her years at McGill, Alexandria attended the University of Calgary. She graduated with a Bachelor of Commerce (Major in Finance) and achieved Honors with Distinction. During her time at the University of Calgary, Alexandria pursued opportunities to further her knowledge in finance outside of her course load by being a member of several university clubs, including the Haskayne Consulting Club and the Haskayne Finance Club.
After graduating, Alexandria worked in Commercial Banking and later joined TD Wealth in February of 2021. She manages the day-to-day financial needs of clients and strives to provide an excellent client experience. Alexandria's interests outside of work include hockey, skiing, and spending time with family and friends.
Associate Investment Advisor
CIM®
Salvatore graduated in May of 2022 from Concordia University in Wisconsin. He received his bachelor's degree in Finance with Cum Laude Honors and was a captain for the Concordia University Men’s Hockey Team. While playing hockey his team won the ACHA Harris Cup Championship.
After graduating Salvatore returned to Calgary and joined our team with TD Wealth Private Investment Advice in September of 2022. Salvatore is honored to serve clients and strives to ensure each client has an outstanding experience with The Quarry Group Wealth Management.
Outside of the office Salvatore enjoys adventuring with his partner Tayler, their little girl, and their dog.
Client Relationship Associate
Client Relationship Associate
Jigna has been an integral part of the Quarry Group Wealth Management team since March 2017.
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.
In addition to being dedicated to her ongoing professional development, in her time off Jigna is interested in travel, hiking in the Rockies and spending quality time with her daughter & Yorkie
