The Quarry Lake Group

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.

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2024. Data as of 9/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. For more information, go to <a href="https://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

Mission statement

Proud to work with a nationally recognized teammate

In addition, we are honored to be recognized as a Forbes Best-In-State Wealth Management Team in 2024.

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