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.
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.