Quarry Wealth Management’s team of advisors provide independent financial planning services to our clients. Russ Hafer and Sean Wilson hold both an exempt market registration through Raintree Financial Solutions as well as an insurance license and can therefore provide a significant variety of financial solutions to meet your needs. As independent advisors, we are able to source the investment and risk management options that are right for you.
Independent Financial Planning
We take an integrated independent financial planning approach with our clients. When building your financial plan, we take into consideration your unique and personal mix of investment, insurance, tax and estate requirements. Our goal is to remove the stress of financial matters by simplifying the financial planning process for you. We work closely with you, your lawyer and your accountant to make sure that no important details are overlooked.
Russ joined Quarry Wealth Management Ltd. in July of 2004 after a 20-year career in banking with National Trust and Scotiabank. Russ specializes in wealth maximization strategies and estate planning. He holds several financial planning designations including the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®).
Sean joined Quarry Wealth Management Ltd. in August of 2009. Sean’s prior experience includes working in a public practice as an auditor for KPMG and two years at UBS Securities as an equity research associate. Sean is currently working towards his Chartered Investment Manager (CIM®) designation. Sean is very involved in the community and sits on the board of the Calgary United Soccer Association. With three kids, Sean is actively involved in coaching his children’s soccer teams.
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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. 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!
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.