Providing you with financial peace of mind.
Calgary Financial Advisors
What We Do
Business owners and entrepreneurs are highly motivated and driven to make their companies successful. This can often take a toll on other aspects of life, including managing their personal finances. At Quarry Wealth, we partner with our clients and work through the noise giving you a complete financial picture for your future. We create holistic, fully customized plans that give you clarity around the six most important areas of your financial life: your goals, your taxes, your estate, your risks, your blind spots and your investments.
Our approach
How We’re Different
Our Calgary financial advisors integrate your investment strategy with all other aspects of your financial life for today’s needs as well as tomorrow’s. We’ve teamed up with other Calgary-based professionals like accountants, will and estate lawyers, mortgage brokers and real estate agents to truly provide a full-service experience. We earn a referral fee for this service which is embedded in our fees – not an extra cost over and above the fees disclosed to each client. There’s a lot that goes into a financial plan, but the plan itself isn’t what makes us different. It’s the comfort of knowing that a team of professionals who are experts in their respective fields are all looking out for your financial best interests.
Client centric
Our Value Promise
Quarry Wealth’s team of experienced financial advisors put your needs first. We get to know you through regular meetings so we can tailor and update your plan as your needs or goals change. We are committed to transparency through open communication and promise to keep you updated on current financial issues and opportunities.
Business owners and entrepreneurs are highly motivated and driven to make their companies successful. This can often take a toll on other aspects of life, including managing their personal finances. At Quarry Wealth, we partner with our clients and work through the noise giving you a complete financial picture for your future. We create holistic, fully customized plans that give you clarity around the six most important areas of your financial life: your goals, your taxes, your estate, your risks, your blind spots and your investments.
Our Calgary financial advisors integrate your investment strategy with all other aspects of your financial life for today’s needs as well as tomorrow’s. We’ve teamed up with other Calgary-based professionals like accountants, will and estate lawyers, mortgage brokers and real estate agents to truly provide a full-service experience. We earn a referral fee for this service which is embedded in our fees – not an extra cost over and above the fees disclosed to each client. There’s a lot that goes into a financial plan, but the plan itself isn’t what makes us different. It’s the comfort of knowing that a team of professionals who are experts in their respective fields are all looking out for your financial best interests.
Quarry Wealth’s team of experienced financial advisors put your needs first. We get to know you through regular meetings so we can tailor and update your plan as your needs or goals change. We are committed to transparency through open communication and promise to keep you updated on current financial issues and opportunities.
Part of your community for
Over 30 Years
We are a small, dedicated team of Calgary financial advisors with 84 years of combined experience in banking, lending, investments and insurance. Our culture is grounded in being part of and giving back to our community.
Retirement income
Planning Guide
At Quarry Wealth Management, we understand that approaching retirement can be an exciting, yet stressful, time in one’s life. Not surprisingly, one of the biggest risks and concerns for people is running out of money in retirement. Rather than leaving these concerns to chance, we recommend implementing a formal retirement income plan to make sure you enter retirement with your eyes wide open, with realistic expectations.
We have created a 6-Step Retirement Income Planning Guide to provide you with important questions and topics to consider when starting to prepare your retirement plan.
Testimonials from
Our Clients
These Testimonials are from existing clients in their words and were written at our request but may not reflect the experiences of all clients
“I’ve been working with Sean and Russ at Quarry Wealth for over 10 years! My comfort level with “investors” wasn’t the best as I’ve had a number of individuals and large banking institutions take advantage of my trust, believing they had my best interests in mind when it came to insurance, long term investments and savings for retirement. Sean and the team were exceptional in detailing my risk, investment comfort level and able to deliver returns better than expected on my portfolio. I trust Sean in his recommendations and look forward to our continuing success in the future.”
“I have been Sean’s client for about a decade. He took my small nest egg and scattered investments and grew it into a big nest egg. Sean takes the time to explain his recommendations in detail and will whip out his calculator and forecast how it will grow. I am seven years from my planed retirement date, and I can honestly say it will happen. I highly recommend Quarry Wealth Management to anyone who wants to plan their retirement. They are willing to guide you over the decades to make sure you achieve your financial goals.”
“We have been clients of Quarry Wealth for over 5 years now. We choose Quarry for a number of reasons – personal and local connection, network in the investing field, product selection. It is great to be able to have all products (investments, insurance, other), with one advisor and also to ensure these products align with our wealth strategy. Thanks to Sean and Russ for their commitment to service and product selection and continuing to look for ways to improve their offerings and expand their network in the investment field.”
