Mission statement

We strive for excellence helping clients like you with our personalized investment and financial strategies.

As RBC Wealth Management financial advisors, The Quarry Lake Group combines their talent and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investment needs of high-net-worth families, their businesses and philanthropic enterprises. They take a holistic approach that is grounded in investment strategy but covers virtually every aspect of our clients’ financial life: risk management, liabilities, trusts and estate planning strategies and even family dynamics and lifestyle management issues. Our overriding goal is to help bring our clients reach a level of financial comfort that enables them to leave the greatest impact today and for generations to come.

We look forward to learning more about you and your family and discussing the resources we can place at your disposal.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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Meet the team

Learn more about us. 

About RBC Wealth Management Online

Disclosures
  1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
  2. Ratings (as of December 3, 2024) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
  3. Ratings (as of December 3, 2024) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
  4. Ratings outlook.

RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.

Avigail B. Rosemore is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WV.

Avi Greenlinger is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WV.

Yitzi Teichman is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV.

Read additional advisor disclosures.