There is no specific time to get started. Life is busy and often it is not until there is a significant life event (such as the sale of a home, death, or retirement), that people reach out for help. Our advice is to take the plunge now because the sooner you do, the earlier you will have peace of mind – and, the sooner you will be protecting and growing the money you have worked so hard for.
You may be on this website due to frustration with your current advisor. We are not here to critique their performance, but to hear you. Tell us your story and what your financial concerns are and we can start on a new pathway, which we believe will be brighter.
After these introductions, we can begin to work quickly teaching you, organizing your financial documents and preparing a plan. There’s no cost for this step: you have not made any commitment or paid any fees for this evaluation and proposal. What you have done is spent time building trust and exploring financial solutions to achieve contentment.
You can now make the informed decision whether to implement our proposed plan, or not. A commitment would involve transferring your savings to ScotiaMcLeod and joining the many content Mailey Rogers Group clients (some which have spanned three generations)! We work with families in West Vancouver and the North Shore, as well as across British Columbia. We sincerely hope you will consider us as we pledge to keep you informed, valued, confident and secure in your plan and financial future.