Client Story

New website encourages client to seek estate planning refresh

December 22, 2016

At Mailey Rogers Group, our team places a high value on communication, and is always pleased to hear from both new and prospective clients. Recently, we were thrilled to receive a wonderful letter from a long-time client, and wanted to share it with our online community. This is truly a testament to our outstanding team of specialists at Scotia Wealth Management, who we are fortunate to partner with and hold in very high regard. Thanks again to Sean for sharing this lovely feedback, and for trusting us to guide and enrich his financial affairs for over 25 years.

Kim:

Mailey Rogers Group has assisted us for many years in the areas of financial planning and investment management. It was after the launch of your new website that I spent some time on your team page and marvelled at the experts you have available to assist your clients in a number of different areas.

Specifically, the profile on your Estate and Trust Consultant, Monique Trepanier, reminded my wife and I that we have not updated our will and estate planning documents for some time.  After expressing to you our interest to have a review, you were able to arrange a complimentary meeting with Monique in short order. She was congenial, articulate and clearly had an impressive knowledge for us to tap into.

As a result of this, we are updating our will and estate planning with Monique’s expert input and will be asking The Bank of Nova Scotia Trust Company to play a role as corporate executor to ensure our affairs will be dealt with efficiently while causing no undue stress on family members.

We have now seen firsthand the inter-connectedness of Mailey Rogers Group’s suite of total wealth services and expertise.  We would encourage others to spend some time on your new site to take full advantage of the services you offer.

Thank you!

Sean (Mailey Rogers Group client since 1988)