Our Team

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. 

Sean Wilson, B. Mgt, CIM®

Private Wealth Advisor & Owner

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 currently has his Charted Investment Manager CIM® designation and is working towards his Certified Financial Planner (CFP®) designation. Sean remains an active member of the community through his involvement with not-for-profit and chartable boards such as Women + Wealth. Sean takes considerable enjoyment in helping his clients define their goals and building a sound plan to achieve these goals. Helping clients get clarity on their financial situation is his primary goal. With this clarity living life on your terms becomes easier to enjoy.

Russ Hafer CIM®, FCSI®

Private Wealth Advisor & Owner

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®).

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Free Financial Consultation

During the initial consultation you’ll receive answers to your most pressing financial questions from one of our Financial Advisors, Sean Wilson or Russ Hafer. We will then be able to provide you with a tailored solution that’s customized to your unique needs.

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Mailing List

We frequently partner with organizations and other professionals to deliver educational events, content and webinars on a variety of topics, issues and causes that resonate with our clients, their families and their goals. Subscribe here to be kept up-to-date.

Retirement income

Planning Guide

At Quarry Wealth Management, we understand that approaching retirement can be an exciting, yet stressful, time in one’s life. 

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.

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