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

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.