Request a FREE Financial Plan

Complete the below form to request a free financial plan and start reaching your retirement goals.

A Financial Plan Can Help:

Build Your Wealth

Protect Your Family and Business

U

Discover New Ways to Save

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. After you complete the form, we will be in touch to learn more about your current financial situation and your goals. We will then create a detailed financial plan that integrates tax planning and risk management to your investment portfolio, for free!

Let us build you a financial plan...for FREE!

Complete the contact form found below.

Sean or Russ will reach out to learn more about your current financial situation and your goals.

We will create a detailed and personalized financial plan and send it straight to your inbox.

Complete the below to request a free financial plan:

Understanding your financial situation can be difficult. 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 completing the contact form above, you have taken the first step in securing the financial future that you desire. After we receive your contact information, we will reach out to you to discuss your financial situation and goals. We will then create a personalized financial plan for you at no cost. This way you have the opportunity to asses our recommendations and decide if working together is a good fit for you – risk-free!

Russ Hafer CIM®, FCSI®, CFP®

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®).

Sean Wilson

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 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.

Complete the below to request a free financial plan:

Request a FREE Financial Plan

Add your information to request a free financial plan. 

We will be in touch to learn more about your financial situation and goals so we can create you a financial plan.

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DOWNLOAD THE 6-STEP RETIREMENT INCOME PLANNING GUIDE

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