about us

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.

Our Private Wealth Advisors sit on your side of the table to ensure that the solution for you is both suitable and acceptable to you. Our goal is to remove the stress of financial matters by arming you with the education and understanding of how we derived our recommendations. We work closely with you and your other advisors such as lawyers and accountant to make sure that important details are not overlooked.

Russ Hafer

Russ Hafer

Private Wealth Advisor & Owner

I was born and raised in Victoria BC enjoying the west coast lifestyle. I was fortunate as a child to have played in the Little League World Series in baseball and later enjoyed success in Football and Rugby. Football led me to Simon Fraser University where I earned my Bachelor of Business Administration degree.

I started a 20 year Banking career immediately after graduating, first with Household Finance for a year then moving onto National Trust/Scotiabank for 19 years.
Banking was great to me, I benefitted from working in Branches, Head Office, Regional Offices and lastly in Private Banking giving me the skills and experiences that I draw upon today to help meet a wide variety financial problems.

Along the way I continued my education obtaining financial planning designations that include the Certified Financial Planner, Canadian Investment Manager and the Fellow of the Canadian Securities Institute. I am a licensed Life and Living Benefits agent as well as a licensed securities Dealing Representative.

My wife and I have been together for over 35 years since our high school days, raising two children who are now having beautiful grandchildren that we adore. As you get to know me you will discover I rarely work a weekend, I would much rather work hard during the week and spend time with my family and friends on weekends at my cabin in Golden BC.

I view myself as an educator, finance is complicated, my role is to help you understand in plain language the pros and cons of financial decisions. Everything from mortgages and investment funds to complex estate or business planning and everything in between, there is no financial question too trivial that you should not ask.

Sean Wilson

Sean Wilson

Private Wealth Advisor & Owner

I graduated from the University of Lethbridge in 2003 where I received my Bachelor of Management in Accounting and Finance. The first three years of my career were spent articling at KPMG where I split my time working on private business engagements, and large public companies. Articling at KPMG was a fantastic opportunity to learn and understand the drivers of successful businesses. This experience has improved my understanding and approach as it related to identifying investment risks.

Always being more interested in the world of finance I left KPMG in 2007 to work in equity research for UBS Securities. As a research associate working with a top ranked analyst it challenged me to become more sophisticated and improved my analytical abilities. My time at UBS allowed me to develop a strong understanding of the oil and gas sector and become very proficient with financial modelling. Working in research afforded me the opportunity to observe how the top portfolio managers in energy developed their thesis on the energy space. This type of critical thinking and analysis has had a significant influence on how I approach reviewing investments and assisting clients.

In 2009 I left UBS Securities to join Quarry Wealth Management. I became a part owner of Quarry Wealth Management in 2012 reinforcing Quarry’s commitment to long term succession planning. I bring integrity, a strong moral compass and ethics to everything I do.

I am the father to three beautiful kids Alysha, Liam and Caleigh. My wife Melissa and I find ourselves supporting our kids in their competitive soccer activities. I spend significant time each week coaching two soccer teams and volunteer on two not for profit(s) boards within the community. When time permits I squeeze in the occasional game of golf, dirt biking, and skiing.

Testimonials

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.

– Barb
September 7, 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.

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.

– Brij
September 13, 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.

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.

– Doug
October 25, 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

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

These testimonials are from existing clients in their words and were written at our request but may not reflect the experiences of all clients.

Sean helps manage my father’s investments (father currently age 83) with me, his daughter. Benefits include: -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!

-Laurie P
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.