Your team

Kim celebrated his 36th anniversary with ScotiaMcLeod in 2022, and over the years his good judgement, knowledge and integrity have earned him the trust and respect of investors.  Throughout his distinguished career he has received numerous honours and awards.

Under Kim’s leadership, the Mailey Rogers Group was founded in 1994. It has grown to become one of B.C.’s most respected teams for family wealth management…helping visions become reality.

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ScotiaMcLeod®, a division of Scotia Capital Inc.

Madison is a graduate of Northeastern University in Boston, Massachusetts.  During her time as a Husky, she completed a BSc In Business Administration from the D’Amore McKim School of Business; a certificate in Performance Studies from the New England Conservatory of Music; and rowed as a Division 1 Varsity Athlete and member of Canada’s National Rowing Team.  In 2023, Madison was inducted into Northeastern University’s Hall of Fame.  At the November Ceremony, speakers attested to her mental and physical tenacity and team spirit attributes which took her from student-athlete to Olympic Champion.

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ScotiaMcLeod®, a division of Scotia Capital Inc.

Brad helps affluent families in B.C. reach their financial goals.

Brad is a graduate of Wilfrid Laurier University where he earned his Honours Business Degree (BBA). He has earned the Certified Financial Planner (CFP) designation and is perfectly positioned to effectively deliver a total wealth management offering.

He enjoys advising individuals on the management of their portfolios. Through our team of specialists, Brad can offer access to investment management, financial planning, estate and trust services and insurance solutions.

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ScotiaMcLeod®, a division of Scotia Capital Inc.

Tanya began her career in the financial industry upon completing her Bachelor of Economics at Simon Fraser University in 2005.  Prior to joining Scotia Wealth Management in 2018, Tanya spent over 13 years polishing her skills as a licensed administrative assistant to rise to the level of a Senior Associate.  As a Senior Associate, Tanya is responsible for managing the administrative needs of the Mailey Rogers Group and ensures clients receive the very best service.

Tanya’s experience and comprehensive understanding of the financial system will allow her to assist you and answer any questions you may have.  Her broad understanding of client account-related needs will always be attended to in a timely and efficient manner.  Tanya loves the outdoors, she lives in North Vancouver with her husband Travis and their son Jacob.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Bryce joined Mailey Rogers Group in 2018, having previously earned a reputation for excellence as a Senior Financial Advisor at Scotiabank’s West Vancouver branch. Bryce has brought to the group his diligent work ethic, his team spirit and his strong leadership skills – qualities applauded by Scotiabank colleagues and customers alike over the past five years.

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ScotiaMcLeod®, a division of Scotia Capital Inc.

We are so excited to welcome Scout Mailey onto our team. She has been a great addition to the group and loves to make everyone feel welcome in our office. Her optimism is easily seen through her greetings and her loveable nature. Scout keeps telling us how excited she is to meet our clients!

WOOF, WOOF!

Monique is responsible for providing estate planning guidance to Estate and Trust clients. Prior to joining Scotia Wealth Management, she practiced law for several years at a large firm in Vancouver, specializing in the areas of wills and estates law, charity law and corporate commercial law. Monique is focused on helping affluent clients build, preserve and transfer their wealth. She creates integrated wealth management solutions that incorporate investment management, estate and trust services and private banking.

Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

Tricia is a trusted and highly experienced consultant to accomplished business owners and affluent families on matters associated with transition and wealth. She helps guide families through the unique opportunities and challenges they may be facing in the areas of wealth, tax & estate planning, philanthropy, family governance and business succession planning by taking time to thoroughly understand specific goals and objectives.

When dealing with business owners, Tricia helps ensure that personal and business goals are aligned by examining the entire financial situation—including the interaction between family, business and ownership structures for today—and with a future transition in mind.

Business and family advisory services are provided by Scotia Capital Inc.

As a Private Banker, I have expertise in structuring debt and customizing credit to meet a client’s unique needs. I take pride in helping my clients grow their wealth by strategically accessing capital through the use of leverage.

Disrupting existing investments to finance new ventures can be crippling to one’s overall wealth. Having a background in financial planning, I can maximize your cash flow and structure existing assets as a multiplier for investment opportunities. I will strive to become your ‘in-house’ wealth counsel, managing your banking complexities by providing clear advice and operational insight with a practical, no-nonsense delivery.

Fostering a genuine team approach to wealth management, I work to identify and manage risks within your financial plan, anticipate problems and devise solutions while aligning you with the right financial professionals to execute on your overall wealth plans. When you become one of my clients, you’ll experience personalized, attentive and discreet service, designed to cater to your banking and borrowing needs accurately and efficiently, which will ultimately save you time and effort as you move toward achieving your wealth objectives.

Private Banking, The Bank of Nova Scotia

Susan-Lee has over 20 years of insurance industry experience. Over the course of her career, she has worked in sales and marketing, ran her own insurance practice, and for the last 4 years, she has specialized in estate planning. Susan-Lee believes that to provide the right solutions for her affluent clients, she must start with a complete financial plan. She truly listens to your needs, addresses today’s concerns and possible future issues, and provides peace of mind by offering client focused solutions for preserving and protecting your wealth. In her spare time, Susan-Lee stays busy with her two sons and keeps active playing squash and running.

Insurance services are provided by Scotia Wealth Insurance Services Inc.