Welcome


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

Why us


What makes us different

Our clients’ testimonies are remarkable tributes to our professional commitment and success.


We believe the foundation of our client satisfaction is our sincere and caring approach. From being a leading West Vancouver team, to our philanthropy and dedication to the arts, while empowering women through our ‘Smart Woman, Smart Investor’ series, we are pleased to help make a difference.

At our West Vancouver ScotiaMcLeod office, we meet many new people looking for solutions to help achieve their financial priorities and long-term needs. At these meetings, we are commonly asked, “Do you work for Scotiabank?” The long answer is found on this link, but the short answer is that ScotiaMcLeod’s Mailey Rogers Group does not. The bank is simply our parent company. In fact, Scotiabank owns many independent wealth services companies that have been acquired to provide sophisticated and objective financial solutions. ScotiaMcLeod is the arm of Scotiabank helping individuals like you, who are looking for a comprehensive range of wealth services.

As Wealth Advisors, it is our legal requirement to offer you independent advice. We do not recommend bank product unless it is deemed more suitable than other options. We are proud of this independence and the integrity of the Mailey Rogers Group!

We are also asked who the Mailey Rogers Group is. The answer is we are one of ScotiaMcLeod’s 600+ advisor teams in Canada. Currently, our West Vancouver branch is home to 12 separate advisor teams. We all have different investment processes, different approaches to client service, and very different personalities! As the consumer, you must do your homework and determine the best fit for you and your family. We hope by spending more time on this website, you will want to take the next step and meet us. There is no obligation – we will simply introduce ourselves and enjoy some quality discussion together.

The Mailey Rogers Group services just over 300 modern families on the North Shore and across BC: retirees, divorcees, widowers, professionals and small business owners – people of all genders and walks of life. We work with clients who have over $500,000 in investable assets, though most of our clients investments are $1-5 million or higher. If you love dogs, then you’re in the right place as our D.O.G. is often there to greet you with a wag of her tail.

You are likely wondering what makes the Mailey Rogers Group a forerunner for managing your financial needs? Our Wealth Advisors deliver a comprehensive range of wealth services. The Mailey Rogers Group is nationally recognized for our 75 years of combined service to ScotiaMcLeod clients. Furthermore, our Wealth Advisors in their 40s and 50s are poised to serve you and your family through the decades ahead. Let us help you achieve your financial priorities with our experience, compassion and commitment.

We also have a unique value proposition in that we have two female Wealth Advisors on our team. Victoria Rogers joined the Mailey Rogers Group in 1986, and Wealth Advisor Brie Fraser joined us in 2003. Both women are dedicated to our clients’ personal and financial success. In fact, our unique offering includes an initiative to engage female clients to become more involved with the management of their wealth. We host many events, and blog frequently on the relationship between women and wealth.

Clients of all ages, genders and ethnic backgrounds work with the Mailey Rogers Group. We pride ourselves on our compassion in understanding our clients’ financial needs, and our ability to find unique solutions to meet them.

We start by listening to your story. Brie Fraser, raised the following discussion points in a recent workshop about women and wealth. We value these unique and important stories, and the insight they offer us.

  • Grief and confusion: Two attendees had recently lost loved ones and were struggling with the responsibilities of managing their wealth during this traumatic time (including the sale of a home).
  • Retirement around the corner: A female educator was soon to retire and wanted tips on how to plan so she wouldn’t outlive her wealth. Her retired friend and the Mailey Rogers Group client came to the workshop with her.
  • Too busy as a professional: One attendee, a female doctor expressed her frustration and concern that she was just too busy in her practice to take care of her money as well as her patients.
  • Dissatisfaction with a husband’s abilities in money management: A client explained that she joined the Mailey Rogers Group as her partner’s risky approach to investing was concerning to her. Since taking that step they developed a successful strategy to protect their wealth.
  • Motherly concern: Several working moms expressed the morale dilemma they faced over time management. They felt their time away from work needed to be dedicated to their children and not their money.

We are retelling these stories to share just how many unique reasons there are about people’s concern about their money and seeking support. Each situation is unique, as well as emotions including grief, fear, frustration, anger and fatigue. The Mailey Rogers Group listens, cares and plans with you for a bright financial future. Within this day of impersonal, automated wealth advice, we truly offer a human touch!

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.

Mailey Rogers Group has a deep commitment to our clients and the West Vancouver community. We regularly host events that are designed to inform, engage and empower our clients, and are pleased to have a longtime partnership with Kay Meek Centre here on the North Shore. To learn more about this commitment, please click here.

Solutions


Enriched thinking from our team of experts

Our philosophy “enriched thinking” is about our partnership with you. We listen to your story and harness all the resources needed to help you and your family realize your financial dreams.


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.

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!

  • 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.

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

Latest news


Keeping you up-to-date and informed

Research and reports

From the Portfolio Advisory Group

Morning comments The Midday Update



Celebrating the music of Ian Parker at Kay Meek Centre

October 19, 2017

No stranger to Kay Meek Centre in West Vancouver, renowned concert pianist Ian Parker is both an occasional performer at the venue and a recent addition to their board of directors. Kim Mailey and Victoria Rogers have both had the pleasure of meeting Ian Parker several times, and as Season Sponsor through Mailey Rogers Group, they are thrilled to see an amazing talent offer his time and energy to the organization.

Ian’s contributions are also welcomed by the KMC community and staff, including Executive Director Rob Gloor. “Ian is a true performer,” Gloor shares. “To start with, he is an exceptional pianist. But on top of that, he understands the audience and knows how to connect with them during a performance.” On his recent appointment to the board, Gloor adds, “He contributes as someone who is passionate about building audiences and support for Kay Meek Centre, and as a musician whose expertise informs the artistic side of the organization as well.”

Read More…

Smart Woman, Smart Investor is back!

You're invited!

October 12, 2017

Mailey Rogers Group is pleased to announce that our presentation of Smart Woman, Smart Investor is back again!

This interactive, social presentation seeks to inform and engage women on the topic of investing. What sets our presentation apart from the multitude of presentation invitations you receive from the “Financial World” is the fact that we don’t sell. We want you to learn:

WHO created this place where women feel money is not a topic for conversation?

WHAT you really need to know about investing and we do it with humour….yes, humour and investing can be used in the same sentence!

WHY women often choose to hide their heads in the sand when it comes to their financial future.

WHEN should women step up and embrace their financial path. (We will give you a hint….NOW!)

WHERE women can get help to take those first steps.

HOW to put your head down on the pillow at night feeling safe and well-prepared no matter what the media says.

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


Contacts
Name Position Phone
Kim Mailey Senior Wealth Advisor, Director, Wealth Management 604.913.7013
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