Guiding you to your financial goals.
ACHIEVING PEACE OF MIND
Estate Planning for Blended Families
A Summary of Proposed Tax Changes in 2017
The month of July saw a set of proposed tax changes announced by the Federal Minister of Canada which are potentially the most impactful and significant amendments since the large-scale tax reform of 1972.
Changes to the Taxation of Estates
Quarry Wealth Management’s team of Private Wealth Advisors are dual licensed, and therefore can offer significant breadth in financial solutions to meet your needs. Russ Hafer and Sean Wilson carry an exempt market license and an insurance license in order to facilitate both investment and risk management needs. As independent Private Wealth Advisors we are able to source the right solution for you.
My husband and I have worked with Quarry Wealth for many years, investing both personally as well as corporately. Prior to joining Quarry Wealth, we worked with various financial planners at the bank, even utilizing their high net worth planners, only to suffer considerable financial loss in the market. This left us frustrated and reluctant to invest.
We thought we had a diversified portfolio as the experts explained, however, through Quarry Wealth we now realize what diversified means. Not only have we invested in many types of opportunities over the years through Quarry, we also obtained Extended Heath Care and Travel coverages.
We invested slowly to start, building confidence, and Quarry Wealth now manages our entire portfolio both personally as well as corporately. The most important thing Quarry Wealth as given us is piece of mind. The returns on our investments have met our expectations, and the service from the entire Quarry Wealth Management team has been excellent.
We look forward to a good retirement with the portfolio and retirement plan Quarry Wealth has developed for us.
September 7, 2016
When it comes to investment advise there are loads of advisers out there that talk a good game, but Sean did what he said he would do; he remained fully engaged every step of the way to set us on the right path for managing my retirement nest egg. He disagreed with us when appropriate, enabled us, coached us and gave us the confidence and made us comfortable with the financial choices we made to move forward with our retirement.
Prior to working with Sean our single biggest challenge was the risk of working with a single advisor, with access only to vanilla retail investment options. Since working with Sean, we have gained access to the advantages of institutional investing with a more diverse portfolio, which includes alternative investments.
Since working with Sean, we have greater confidence that our retirement nest egg is managed well and with greater flexibility to produce more consistent returns and with less risk than portfolios that hold just stocks and bonds. For retirees like us who live off of our capital, this provides dependability of returns, and helps us sleep soundly at night.
September 13, 2016
Sean is an extremely knowledgeable financial professional. I had been investing in the market for years and dabbled in real estate, I had some luck, a lot bad and some good. I was looking for some additional ideas & opportunities. Sean has them.
What I respected about Sean right from the get go was he invested his own resources into what he was showing me. So I felt we were in “it” together. I am a tax accountant I don’t make financial decisions based on emotion or gut feel. I require detailed information to make a decision. Sean was able to answer my questions and provide me with the info. I needed to make an informed decision.
October 25, 2016
Sean has been a partner in helping us realize our retirement goal since 2009. My wife and I have always lived within our means and saved for the future but, our mutual fund investments were performing poorly and had high management fees. Sean introduced us to registered and non-registered investments that did not adversely increase our risk exposure while significantly increasing our returns.
As a result, we were able to re-evaluate our position and decided to chance semi-retirement five years sooner than anticipated! Our circumstances may be unique. However, if you decide to become involved with Sean one thing is certain, he will take the time to develop a genuine relationship with you and paint a complete picture of your life goals (not just your financial ones).
Sean (and Russ) have assembled a professional and friendly staff that treat you like family and will leave you feeling confident in your decision to trust them with your future. Without reservation, we have encouraged our children, family and friends to contact Sean to build their futures.
-Charlene and Jeff
September 19, 2016
Sean helps manage my father’s investments (father currently age 83) with me, his daughter.
-helping to consolidate and simplify his accounts/pull together and organize some “loose ends”. This helps with present and future management.
-helped adjust his total portfolio to be less risky, which is in line with his age/potentially shorter time horizon
– understands my father’s big-picture (including the assets that are not under his management, like real estate).
What I value most about dealing with Sean is that he has taken the time to get to know who my father is and genuinely cares about him. I believe Sean to be trustworthy.
He has integrity and cares about his clients, their interests and that they achieve their goals.
I would describe his service as ‘client-focused’, rather than a cookie-cutter, one-size-fits-all approach.
Thank you, Sean!
September 2, 2016
These Testimonials are from existing clients in their words and were written at our request but may not reflect the experiences of all clients
10820 24th Street SE, Suite 201
Calgary, Alberta T2Z 4C9