About Quarry Wealth

About

What We Do

For over 30 years Quarry Wealth has been a part of your community. We are a small, dedicated team with 84 years of combined experience in banking, lending, investments and insurance. We pride ourselves on taking the time to get to know our clients. We recognize that each family and each business has unique needs. We take the time to get to know you, what your most pressing concerns are and what your short and long-term goals are so that we can build plans and solutions that are customized to your personal situation. Our mission is to build long-lasting trusted and valued relationships with our clients that extend generations. 

About

Our Approach

At Quarry Wealth, we offer fully integrated financial planning that aligns your goals with your values. We offer our clients a single strategy that encompasses all areas of your financial life from investing, insurance, banking, succession planning, retirement planning and accounting to estate planning and more all integrated into a single strategy that will help you achieve your personal and financial goals.

About

Our Value

Quarry Wealth’s Financial Advisors Calgary provide independent financial planning services to our clients. Partners Russ Hafer and Sean Wilson hold both an exempt market registration through Raintree Financial Solutions as well as an insurance license providing a significant variety of financial solutions to meet your needs. We’ve also 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 are grounded and guided by the highest ethical standards demanded in the profession. To see these standards, you can click here.

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.”

Carman Protz

March, 2021

“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.”

Elliot Paterson

February 2021

“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.”

Erin Wagner

January 2021

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