The first three people to RSVP to this event will receive a complimentary copy of the book Smart Women Finish Rich by David Bach!
There have long been stereotypes about women and money, and unfortunately, they’re not typically flattering. If you think of the films and television shows of our youth, the perception was clear: men made the money, men paid the bills and controlled the money, and women spent the money (often frivolously, and to the dismay of their male partners).
Now, we know this line of thinking to be outdated, and also untrue. Women often contribute to household incomes – even out-earning their male partners – and they are more than capable of financial management. However, that’s not to say that women and men are on equal grounds when it comes to finance – a socio-economic reality that comes with both pros and cons. Let’s take a look at the complicated relationship between women and money, and how Mailey Rogers Group supports women in the pursuit of understanding and developing their wealth.
Women aren’t as confident in their investment decisions as men are.
A family legacy is so important. Pictured is Kim Mailey and Victoria Rogers with parents Lee and Arlyne Mailey and Derrick and Celia Rogers, who have all used Scotiatrust. Also pictured are Brook and Madison Mailey. (2002)
Mailey Rogers Group was pleased to host a Lunch & Learn event here at our West Vancouver office on April 6th. Our topic ‘The Transfer of Wealth’ was presented by our fantastic Will and Estate Planning Consultant, Monique Trepanier. Monique led an informative and engaging session, giving thoughtful answers to questions from attendees. We are also thankful to MRG wealth advisor Brie Fraser for her valuable participation – what a fantastic team we have!
This topic is important to all of us. According to a study from the consulting firm Accenture, “The Great Wealth Transfer” has begun as baby boomers begin to pass along their life savings to their heirs. This process will continue over the next few decades, and when done, some $30 trillion will have been transferred from one generation to the next.
Update on the “Trump Trade”
The first stage of the “Trump Rally” was based on a markedly improving economy as a result of Trump’s promised policies on tax reduction and fiscal stimulus. As the first stage was petering out, February began the second stage, reaching a climax after Trump’s address to the joint session of Congress with the Dow soaring 300 points the day after. During this time the markets rallied for 109 trading days without a daily decline of more than 1%. This was the longest such streak in more than twenty years.
“Hi Victoria and Kim. Heather and I wanted to thank you very much for an enjoyable evening on Thursday. The Kay Meek Theatre is very fortunate to have you as major sponsors of their programs year after year, so kudos to both of you for supporting them. Thanks again” Jay and Heather Cathcart
If you’ve attended an event at Kay Meek Centre, you already know how special this venue truly is. The relationship between Mailey Rogers Group and Kay Meek Centre is both longstanding and personally significant, and I’d like to give our clients and readers some backstory. (Victoria with Elaine McHarg, Director, Community Relations and Development, Kay Meek Centre)
Kim and I both come from musical families and studied fine arts during our school years. Kim was active in the Sentinel Senior Secondary School musical theatre productions, and played bass in its orchestra. I played the clarinet in high school, and won numerous awards in the Vancouver Kiwanis Festival. We are very pleased that our children share our love of music. Our daughter Madison Mailey studies voice at the New England Conservatory of Music in Boston, MA, and our son Brook enjoys playing guitar and piano in his leisure time. They each have a deep appreciation of the arts, and we are happy that their music brings them great solace.