Quarry Wealth Management
Suite, 201 10820 24th Street SE T2Y 2E9 Calgary, AB, Canada

At Quarry Wealth Management, our goal is to help successful business owners and professionals create the financial and personal life they've always imagined having. We want to help make your business stronger by providing you with an all encompassing strategy that incorporates all aspects of your financial life and offers solutions to your businesses biggest challenges. We have created a survey for business owners and entrepreneurs that we're hoping you'll complete and share ...with your network. There are only three questions and it shouldn't take longer than five minutes to complete. We'll also be entering all survey participants in a draw to win a $150 gift certificate to the local restaurant of your choice. You can find the survey here: https://lnkd.in/gfUKBVQ #businessowners #survey #financialplanning #financialadvisors #businessadvice #entrepreneurs

Last chance to register for our Estate Planning Webinar with Farha Salim, TEP, Executive Committee Member and Partner of Calgary-based Field Law tomorrow at 9:00 am MT. We know estate planning isn’t always the most pleasant topic of conversation but it s essential for organizing your financial affairs and providing for the well being of your family. Shockingly, 50% of adults over 55 do not have an adequate estate plan. This can result in significant unnecessary costs to the e...state and additional burdens for your family members if the worst should happen. An estate plan can reduce the taxes and expenses of an estate, simplify and speed the transition of assets to the next generation and ensure that beneficiaries are protected. A lack of proper planning and documents could lead to unintended distribution of assets which we want to make sure you avoid! We will cover the following topics on the one-hour live webinar: Introduction to Estate Planning Why it’s Important Assets and your Legacy Beyond Assets Your Beneficiaries Estate Planning beyond your Will Creating and Implementing your own Estate Plan Audience Q&A Register here: https://quarrywealth.ca/estate-planning-webinar/

Don't forget to register for my FREE estate planning webinar tomorrow at 4 pm (or June 17 at 9 am) with Farha Salim, Partner at Field Law. We will be covering the following topics on this one-hour live webinar: Introduction to Estate Planning - Why it's Important Assets and your Legacy Beyond Assets Your Beneficiaries... Estate Planning beyond your Will Creating and Implementing your own Estate Plan Audience Q&A As an attendee of the webinar, you'll also be given a link to a free tool called the Willing Wisdom Index ($199 value!). It helps you get a better sense of direction when it comes to updating your will, power of attorney and health care directive prior to meeting with a lawyer. Join us on June 10: https://us02web.zoom.us//1715905/WN_OlGbHmwaQiakGvvqd1mJXg Join us on June 17: https://us02web.zoom.us//6915905/WN_VWwhkEd_QFGa6JIFCZt_pw #wills #financialplanning #estateplanning #financialadvice #financialplanner #financialgoals #wealthplanning #personalfinance #estateplan

Did you know that nearly 50% of adults over 55 do not have an adequate estate plan (according to a study by Merrill Lynch and Age Wave)? Join us on one of two FREE webinars with Farha Salim, Partner at Field Law, on June 10 at 4:00 pm MT or June 17 at 9:00 am MT. We'll cover: Introduction to Estate Planning - Why it's Important... Assets and your Legacy Beyond Assets Your Beneficiaries Estate Planning Beyond your Will Creating and Implementing your own Estate Plan Audience Q&A AND as an attendee of the webinar, you'll also be given a link to a free tool called the Willing Wisdom Index ($199 value!). It helps you get a better sense of direction when it comes to updating your will, power of attorney and health care directive prior to meeting with a lawyer. The major benefit is lower legal fees to prepare estate planning documents that more accurately reflect your wishes. Join us on June 10: https://us02web.zoom.us//1715905/WN_OlGbHmwaQiakGvvqd1mJXg Join us on June 17: https://us02web.zoom.us//6915905/WN_VWwhkEd_QFGa6JIFCZt_pw

Join host Sean Wilson from Quarry Wealth Management this Sunday at Poppy Barley in Market Mall for the Poppy Barley x Raintree Financial Solutions Brunch & Learn Finance Boot Camp. You’ll gain insight into the different aspects of financial planning and learn how to use that understanding to bring your goals to reality with deliberate intention and confidenceall while enjoying a mimosa! You'll also receive an exclusive discount to invest in Poppy Barley staples you'll use for years to come. Limited spots are available so register now: https://www.eventbrite.ca/e/raintree-x-poppy-barley-finance

Do you have plans for International Women's Day yet? Join us this Friday at the BMO Centre in Calgary as we celebrate this important day. You'll enjoy a 3-course plated meal, table wine provided by Corkbeard Wine, a Women's Day Gift Bag and speeches from multiple Juno-award winning musician Chantal Kreviazuk, CEO and Founder of Hillberg & Berk Rachel Mielke and Calgary's own Marie Bertrand. Aisling Tomei will be hosting the evening. The event is not-for-profit and all net-proceeds are donated to the Canadian Women's Foundation. Tickets and further information is available here: https://lnkd.in/gaE_sjC #YYC #YYCevents #internationalwomensday #wwgala2019 #women #inspiringwomen

This month's newsletter is all about starting 2019 on the right foot! We also share more information on our involvement in the 2019 International Women's Day Women & Wealth Gala taking place at the BMO Centre on March 8, 2019: https://mailchi.mp/f15b60771a6c/2019

In bull markets, some investors develop unhealthy expectations as to the long-term returns their investments should provide. Ten years ago, some came to accept returns as high as 15% to 20% per annum as the base return their fund and portfolio managers were expected to provide. Of course, these expectations came crashing back to earth in 2008 as the bull was chased away by a very large bear. Today, many fund managers are of the opinion that double digit returns are going to be very difficult to achieve with any consistency over the long-term. This month's newsletter provides articles and questions to ask yourself about your investment strategy to determine whether you are on the right track: https://mailchi.mp/quarrywealth/are-you-on-the-right-track #investing #financialplanning #YYC

Whether you're decades away from #retirement or if it's just around the corner, being prepared and aware of the planning opportunities will take the fear and uncertainty out of this major life event. This month's newsletter is all about #retirementplanning. Click here to read: https://mailchi.mp/quar/retirement-are-you-prepared-2758261

It's a common question in recent times, especially in an age when technology and algorithms can make decisions at a fraction of the cost. Is it worth it to hire a financial advisor? Or is it better to save the fees and go for a DIY strategy?

There's a new way to tell if you've saved enough for retirement - click here for more.

Due to the popularity of last month's newsletter that was all about ways to save money, here is another edition packed full of money saving tips and tricks: https://mailchi.mp/quarrywea/money-saving-tips-and-tricks-2 #moneysaving #financialplanning #financialadvisors #financialadvice #YYC

https://www.indeedjobs.com/quarry-wealth-management//en_CA

This month's newsletter is all about #saving. We've packed this edition with all of our best money saving tips and tricks so if your wallet could benefit from a little extra cash - click here: https://mailchi.mp/quarrywealth/money-saving-tips-and-tricks. #financialplanning #savingtips #FinancialAdviceFriday #financialeducation

Warren Buffett's advice rarely changes, but each time he talks we should listen, write down what he says and act accordingly! Click here for Warren Buffet's 3 Most Profitable Words of Wisdom: https://www.advisorstream.com//warren-buffetts-4-most-pr/

Estate Planning - a topic that everyone wants to avoid but a crucial step in financial planning. You should have your will reviewed at least once every five to seven years or after any major life event (marriage, children, grand children, etc.) https://www.advisorstream.com//your-life-circumstances-c/... #financialplanning #financialadvice #estateplanning

Do you have clear, achievable, retirement goals? If your answer is yes, then you are on the right track. Unfortunately, many people focus on short-term planning and loose sight of their long-term goals. Click here for some financial planning tips to help keep you focused on your retirement goals: https://www.advisorstream.com//financial-planning-pursue/ #financialplanning #FinancialAdviceFriday #Goals

Take advantage of "the most useful savings account in Canada" by opening up a Manulife Advantage Account here: https://client.manulifebank.com/edo/ #YYC #FinancialAdviceFriday #Financialplanning #banking

This month's newsletter focuses on tax season. Many Canadian's shutter at the thought of having to file their taxes? Completing a tax return is a chore many would gladly put off indefinitely. But it doesn't have to be this way. Click here to learn tips for filing your tax return and how creating a financial plan and working with a financial planner can help you prepare for tax time: https://mailchi.mp/quarrywealth/tax-season?e=47d4a4f80c

Do you have a financial plan that helps you determine your short and long-term financial goals and provides strategies to meet those goals? Having a solid financial will: - Help you understand your current financial situation - Decrease debt through budgeting... - Help you evaluate your capability to accomplish your financial goals on your timeline - Help protect and grow your savings and investments tax-efficiently - Protect your family and business from any unfortunate and unexpected events For a limited time, we are offering to build you a financial plan for free! All you have to do to receive a free and detailed financial plan that is customized to your unique needs and financial circumstances is click here and complete the form with your information and top financial priorities. After you have finished and receive the instant financial assessment, opt to share this with Quarry Wealth Management. We will then use that information to build you a personalized financial plan. Let's start reaching your retirement goals today: https://my.razorplan.com/ca/Advisor?advId=5FB28AA #financialplanning #financialplan #yyc #financialadvicefriday

Raintree Financial Solutions has been informed by ICM Asset Management its intention to close the fund to new investors on April 30, 2018. This represents an excellent final opportunity to invest in a mature, diversified U.S. based commercial real estate portfolio before it is closed to Exempt Market investors after a successful 22 month offering period. For an investor who wishes to generate consistent tax efficient distributions on their investment with the potential for ca...pital growth from Fixing and Selling portfolio assets, Raintree believes ICM (IX) Real Estate Trust is an excellent way to do so in an asset class rarely held or accessible to retail investors. The following is a quick summary of the company: - ICM Asset Management is a registered Investment Fund Manager (IFM) & Portfolio Manager (PM) - $600M assets under management - 15 years in business - 100 years of investment experience - 5,000 investors - 0 losses For more information on this opportunity, please contact us directly.

The 2018 budget for Alberta focuses on the diversification of its post-recession economy, with the aim of creating more stability and less vulnerability to future fluctuations in oil prices. Click here for some of the corporate and personal highlights: http://quarrywealth.ca/alberta-budget-2018/

Special Offer! From now until May 18 you can earn 2.40% when you open a Manulife High-interest Advantage Account for your everyday banking and savings needs. You’ll enjoy great features, plenty of flexibility and an exceptional rate on all your money. Click here to open an account online - it should only take about five minutes to complete the application: https://client.manulifebank.com/edo/ #savings #highinterest #banking

"Under certain circumstances, those who take strategic early withdrawals from a registered retirement savings plan may find tax and other financial advantages, experts say." Click here for the full article: https://www.advisorstream.com//early-rrsp-withdrawals-ca/

This month's newsletter is all about women and finance in celebration of International Women's Day on March 8. Click here for articles on how women's investing needs differ from men's, retirement for single women and more: https://mailchi.mp/quarrywe/happy-international-womens-day