The Mailey Rogers Group has become one of the most prestigious Wealth Management groups in Canada, providing 30 years of trusted advice to families in West Vancouver and British Columbia. Kim Mailey and Victoria Rogers have built a team of highly skilled individuals who have extensive experience in providing quality advice with the exceptional service that Mailey Rogers Group is renowned for.
Senior Wealth Advisor, Director, Wealth Management
Kim celebrates his 30 year anniversary with ScotiaMcLeod in 2017, 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.
Senior Wealth Advisor, Director, Wealth Management
Victoria joined ScotiaMcLeod in 1986 and over the years her integrity, sound judgement and leadership have earned her the respect of many in the financial services industry.
Today she oversees a team focused on extending premium, professional and personalized service to the Mailey Rogers Group’s discerning clients.
Victoria remains focused on prioritizing the Group’s “Women’s Initiative” to ensure clients recognize that nearly all women will be solely responsible for their finances at some point in their lives.
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 subsequently earned the Certified Financial Planner (CFP) Level 1 distinction 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.
Tannis is dedicated to Mailey Rogers Group’s ongoing commitment to provide superior investment advice and exceptional service.
She participates in the development of our clients’ investment strategies as well as portfolio oversight in collaboration with Kim Mailey. Tannis is also the coordinator and one of the speakers at our “Smart Woman Smart Investor” series.
Estate and Trust Consultant
The Bank of Nova Scotia Trust Company
The Mailey Rogers Group prides themselves in scheduling client meetings at their West Vancouver office with Monique Trepanier.
As an Estate and Trust Consultant, Monique, helps clients to develop an estate plan that reflects their wishes, minimizes taxes and also covers all the bases, including possible future incapacity. She provides trust services that start with this planning to ensure financial well-being into the next generation, and extends to serving as trustee of estates and ongoing trusts.
Business and Family Wealth Specialist
Business and Family Advisory Services
Tricia advises the Mailey Rogers Group’s highly accomplished business owners and affluent families on the the matters and challenges success and wealth often bring.
Her background is steeped in the family enterprise experience accumulated over her multi-faceted career as a tax practitioner, a trusted advisor in the insurance industry and in directing a wealth planning practice in the investment industry. Tricia’s work reflects her ability to consider issues from a multitude of perspectives gained from these past experiences.
Private Banking Director and Team Lead
The Bank of Nova Scotia
As the Private Banker to many Mailey Rogers Group clients, Yael and her team are experts in crafting custom credit solutions that often confer significant advantages to our clients, in ways they may not have thought of. In addition, Yael and her team take pride in providing a high level of personalized banking service to save you time. For the discerning clients who prefer to speak on the phone with their banker (not recorded voice messages), and are seeking highly customized services, private banking is a must!
With 30 years of experience within Scotiabank, Yael provides strategic credit solutions and customer service that is knowledgeable and highly polished.
Scotia Wealth Insurance Services Inc.
With 20 years of experience in the insurance industry, Susan-Lee has acquired an advanced knowledge of insurance strategies.
The Mailey Rogers Group introduces Susan-Lee to you after their preparation of your financial plan, and their determination a sophisticated insurance strategy is of need. In these face-to-face meetings she is able to offer client focused strategies to protect you and your family’s future. In this partnership, Susan-Lee helps the group deliver on their commitment to help families dreams become reality.
Director of Greetings (D.O.G)
Coco is an important member of Mailey Rogers Group. She has recently taken over from her older sister Sailor who was our first D.O.G from 2001 to June 2015.
Coco is ready to shed the intern role and take on the full responsibilities of the job. She has energy to spare and truly believes she is a “big dog”!
She looks forward to greeting you.