Helping your family dreams become reality

The Mailey Rogers Group is one of the most prestigious wealth management groups in Canada, providing 30 years of trusted advice to families in West Vancouver and British Columbia.

Celebrating their 30th year with Scotia Wealth Management, Kim Mailey and Victoria Rogers have built a group of 10 highly skilled individuals, all working toward understanding your goals and developing the right financial strategies to achieve them.

Your team

A group of talented & dedicated wealth professionals at your service

Mailey Rogers Group

As the Senior Wealth Advisor of the Mailey Rogers Group, Kim Mailey’s reputation speaks for itself.

He has surrounded himself with a team of talented individuals who represent his disciplined work ethic, his impeccable reputation and his commitment to help families plan, grow and transfer their wealth. Through all your life stages, you can be sure the Mailey Rogers Group remains focused on your success…helping your family dreams become reality.

Meet your team

Your experience

What makes us different

You didn’t get where you are today without planning. With the Mailey Rogers Group, financial planning will play a pivotal role helping to ensure your continued success.

Mailey Rogers Group - Scotia Wealth Management West Vancouver

Building and protecting your wealth means taking a careful look at your total financial picture, including a thorough analysis of your tax situation. Whether you’re retired, own a business or are planning to one day transfer an estate to your family, the financial implications of your lifestyle and your investments require expert attention.

The Mailey Rogers Group will work with you and your external tax professionals with a view to ensuring your wealth management needs are addressed in a tax-efficient manner. Income splitting, tax-deferred investing and effective estate planning are just a few of the strategies that can be explored to help you realize tax efficiencies.

The Mailey Rogers Group collaborates with Tricia McIver to provide comprehensive support for complex planning needs, estate and trust, philanthropy as well as concerns related to business transition planning or family dynamics, such as wealth stewardship or children working in a business. In particular, we will work with you and your external tax professionals with a view to ensuring your wealth management needs are addressed in a tax-efficient manner.

You may never make a more difficult, complex and bittersweet decision in your life than when the time comes to transition out of your business. The Mailey Rogers Group and specialist Tricia McIver’s approach to business transition planning takes into account your personal and business specifics, and will be designed to reflect your overall wealth management strategy.

Tricia McIver understands the challenges, issues and complex needs of business owners and affluent families, and are experienced in helping them manage this intricate process. We will offer guidance and assistance around continuity of business ownership, family dynamics, contingency plans, tax-efficient structures, integration of personal and business wealth, and legacy plans. All with the end-goal of you getting what you want out of the business you’ve worked so hard to build.

Monique Trepanier, LLP collaborates with the Mailey Rogers Group in providing will and estate planning expertise for their clients. Such solutions are part of an integral process in ensuring the successful transfer of wealth from one generation to the next.

Likewise, insurance is an often overlooked strategy to preserve wealth. Whether your goal is to protect your family in the event of an untimely death or transition your wealth to the next generation, the Mailey Rogers Group and insurance specialist Susan-Lee Halaburda will work with you to develop and implement a plan with a view to enhancing your overall wealth strategy.

While we’ve always held transparency among our highest values and priorities, we’re always working to make things as clear and convenient as possible for our clients. As of January 2017, clients will receive an annual statement detailing all fees paid to the Mailey Rogers Group. This allows for even greater clarity, and will help you understand the full value you are receiving.

For those considering the services of the Mailey Rogers Group, we know a fee conversation is part of your decision. Before you transfer your accounts, multiple meetings take place. In these face-to-face meetings we fully explain the fees associated with implementing a customized wealth plan to meet your needs. There is no expense involved in these meetings, and a second opinion on your investment and wealth strategies may be well worth your time. We certainly look forward to meeting you in the comfort of your home, workplace or our West Vancouver office!

Contact Kim Mailey today to find out how we can help you achieve your goals through a carefully thought-out plan.

  • The Mailey Rogers Group is recognized for its exceptional customer service and prompt response to your calls and contacts.
  • On top of scheduled phone calls, we prepare portfolio reports and reviews on a regular basis. We love meeting face-to-face!
  • Our group provides daily access to market research reports, monthly blogs written by Kim, and invitations to topical events.
  • When a client phones, someone answers right away. Voicemail is rarely needed, but when used these calls will be returned promptly.

Latest news

Keeping you up-to-date and informed

Research and reports

From the Portfolio Advisory Group

Morning comments The Midday Update

Shadow banking

What you need to know

July 20, 2017

At Mailey Rogers Group, we strive to guide, support and empower clients as they navigate their unique financial situations. We actively inform North Shore families about their wealth management options, and share financial news and resources that may interest them. Even those who take an active interest in their finances can be thrown by hot-button terms that pop up in the news overnight. One example of this is the buzz around shadow banking – an issue that’s been given a great deal of media coverage in recent months, but may not be something our clients are well-versed in. For this reason, let’s take a closer look at what it means and how it affects you.

Put simply, shadow banking refers to a system of non-bank financial institutions that conduct financial activities outside of federal regulations. Shadow bankers are intermediaries who conduct these financial activities, such as mortgage lending, investing and insurance services, without being subject to the same regulatory standards as a bank or bank-owned subsidiary. While these organizations are not illegal, they are associated with greater risk than a traditional financial institution.

Read More…

Due diligence

A Mailey Rogers Group commitment

July 13, 2017

A recent meeting with Don Raymond of Alignvest Strategic Partners Fund.

Mailey Rogers Group views due diligence as not just monitoring the investments our clients own, but looking for great investment opportunities our clients should own!

We receive multiple requests for meetings from investment representatives every day. We are very selective of who we meet with. A recent meeting Brie Fraser and I had was with Don Raymond, Managing Partner and Chief Investment Officer at Alignvest Strategic Partners Fund.

Read More…

Contact us

How to get in touch with our team

Mailey Rogers GroupThe Mailey Rogers Group is committed to providing prompt replies to all enquiries and an unparalleled level of client service that we are nationally recognized for.

1555 Marine Drive, 3rd Floor, West Vancouver, British Columbia, V7V 1H9, Canada
604.913.7013 · +1 800.601.6650 · 604.913.7017

Name Position Phone
Kim Mailey Senior Wealth Advisor, Director, Wealth Management 604.913.7010
Brie Fraser Wealth Advisor 604.913.7011
Victoria Rogers Senior Wealth Advisor, Director, Wealth Management 604.644.0366
Martha Angulo Administrative Associate 604.913.7013
Tannis Fuller Investment Associate 604.913.7033