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.

Proud to work with a nationally recognized teammate

We are honored by these recognitions as they are a testament to the service we deliver, our ability to understand what is most important to each client and our track record of helping clients achieve their goals. The Quarry Lake Group is very proud that Avigail Rosemore has received the following prestigious awards:

2024 Forbes Top Women Wealth Advisors Best-In-State

The Quarry Lake Group is very proud that Avi Greenlinger was named to the AdvisorHub Advisors to Watch list for 2026. It's an honor to have a teammate nationally recognized as one of the best in the industry — because it means we are servicing our clients well.

2026 AdvisorHub Advisors To Watch (Under $1B)

In addition, we are honored to be recognized as a Forbes Best-In-State Wealth Management Team in 2024 and 2025.

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 and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. 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. For more information: . <a href="https://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

The 2025 Forbes “Best-In-State Wealth Management Teams” award was announced January 2025. Data as of 3/31/24. 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 was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. 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. For more information:  <a href="http://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.