Wendy Farch
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Portfolio Manager
Investment Advisor
FMA
CIM®
CFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
Wendy Farch will tell you that it was years spent as a Trader with TD Securities that led her to become a Portfolio Manager & Investment Advisor. It was during those years that Wendy saw clients making risky decisions with their hard earned money. She firmly believed that with the right guidance and advice these individual’s financial futures would look much more certain. With that belief, Wendy entered the wealth management business where she has been for the last 17 years.
During her 27 years with TD Bank Group, Wendy has attained numerous credentials including Certified Financial Planner (CFP®), Certified Retirement Specialist, Elder Planning Counselor (EPC), Chartered Investment Manger (CIM®) and in 2015 was awarded the prestigious Portfolio Manager designation. Wendy completed her Bachelor of Commerce at the University of Calgary.
In her free time, Wendy is passionate about reading, skiing and traveling. Some of her travel highlights include visiting Mount Everest Base Camp and the pyramids of Gyza.
The Quarry Group Wealth Management consists of Wendy Farch, Vice President & Investment Advisor; Joe Scalise, Vice President & Investment Advisor; Michael Serpico, Vice President & Investment Advisor and Cydney Hope, Associate Investment Advisor. The Quarry Group Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank.
Phone
Fax
(403) 299-8639
Certificates
FMA
CIM®
CFP®
Languages
English
Education
Bachelor of Commerce
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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