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.
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.
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.
Our team is 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. The following discussion points were raised in a recent workshop about Women and Wealth. We value these unique and important stories, and the insight they offer us.
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.
Our philosophy “Enriched Thinking” is about our partnership with you. We listened to your story and harness all the resources needed to help you and your family realize your financial dreams.
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.
Business and family advisory services are provided by Scotia Capital Inc.
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. You can read more about Tricia’s business succession planning strategy here.
Business and family advisory services are provided by Scotia Capital Inc.
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 Senior Advisor Susan-Lee Halaburda, will work with you to develop and implement a plan with a view to enhancing your overall wealth strategy.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
Insurance services are provided by Scotia Wealth Insurance Services Inc.
For those considering the services of the Mailey Rogers Group, we know know that cost transparency is important and full disclosure of all costs is part of your decision. Before you transfer your accounts, multiple meetings take place. In these face-to-face meetings we have a thorough explanation about the costs 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.
Research and reports from the Portfolio Advisory Group
— Wealth Management Taxation, Scotia Capital Inc.
On April 16, 2024, in Ottawa, Canada’s Deputy Prime Minister and Minister of Finance, Chrystia Freeland, delivered the 2024 Federal Budget (2024 Budget), titled “Fairness For Every Generation.”
The federal government has focused this year’s budget on three overarching pillars: building more affordable homes, making life cost less and growing the economy in a way that’s shared by all.
Please note that this is not a comprehensive review of the 2024 Budget. Rather, we have provided a summary of the most significant tax measures announced in the budget and the potential impact on you, your family, and your business.
Please also note that the measures introduced in the 2024 Budget are only proposals at this time and may not be enacted into law as described, or at all. You should consult with your tax and legal advisors for further discussion and analysis on how these proposals may affect your situation and before implementing any tax planning strategies.
The 2024 Budget does not contain any changes to personal or corporate income tax rates. However, it is notable that the 2024 Budget does contain a change to the capital gains inclusion rate for capital gains realized on or after June 25, 2024.
The Mailey Rogers Group is committed to providing prompt replies to all enquiries and an unparalleled level of client service for which we are nationally recognized.
1555 Marine Drive, 3rd Floor
West Vancouver, British Columbia
V7V 1H9, Canada
+1 800.601.6650
604.913.7017
| Name | Position | Phone |
|---|---|---|
| Kim Mailey | Senior Wealth Advisor | 604.913.7010 |
| Madison Mailey | Wealth Advisor | 604-913-7610 |
| Brad Russell | Wealth Advisor | 604.913.7011 |
| Tanya Goble | Senior Associate | 6049137013 |
| Bryce Kiesser | Investment Associate | 604.913.7033 |