About Quarry Wealth Management:
Sean Wilson and Russ Hafer, Owners and Financial Advisors of Quarry Wealth Management, utilize their knowledge and experience and help set realistic and obtainable goals for their clients. We work closely with our clients to navigate their financial circumstances and develop solutions that are right for you.
The first step in creating a sound financial plan for our clients is to ensure that we understand your personal and financial objectives and risk tolerance. This can be achieved by completing a financial assessment found here. We will then create a detailed financial plan that integrates tax planning and risk management to your investment portfolio, for free!
Russ Hafer CIM®, FCSI®, CFP®
Private Wealth Advisor
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®).
Private Wealth Advisor
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.
A Financial Plan Can Help:
Build Your Wealth
Protect Your Family and Business
Discover New Ways to Save
Understanding your financial situation can be difficult. With just a few questions you can calculate your current financial position and identify your top priorities. Research shows that people who have a financial plan and work with a financial planner are:
- Confident in achieving financial goals and handling unexpected changes.
- More likely to feel on track with financial affairs.
- Successful at sticking to financial strategies.
- More likely to have higher levels of emotional, financial and overall contentment.
By clicking this link and completing your information, you will receive an instant financial assessment that shows if you are on track to achieving your financial goals. You can opt to share this assessment with a Quarry Wealth Advisor who will then send you a free and detailed financial plan.