October 1, 2016 | Quarry Wealth Management

Are you really diversified?

by Quarry Wealth | Oct 24, 2016 | articles, blog, business owner, investments

Working as financial advisors in Calgary, Alberta over the years we have observed what we believe to be a pervasive problem in our province. Many households are not adequately diversified. Why do we say this? Many couples we meet invest in and derive their household income from Oil and Gas. While the...

Shared Ownership Critical Illness

by Quarry Wealth | Oct 1, 2016 | articles, blog, business owner, critical illness

Shared Ownership refers to a concept where more than one party owns an interest in an insurance policy. The most common of these arrangements is where the corporation is the owner and beneficiary of the death benefit and the shareholder or employee owns the cash value of the policy. Recently there...