Your estate plan can protect your estate and your intended beneficiaries from costly legal red tape, competing interests, and unnecessary taxation. Everyone should give careful consideration to the financial, legal and tax issues that will affect the transfer of your assets to your beneficiaries. If you have any questions, please contact us – we’d be pleased to hear from you.
Not what I expected! You owe it to your future self to join in the conversation.
Time to join us for another edition of our Smart Woman, Smart Investor event series here in West Vancouver. Mailey Rogers Group is very proud of how well-received previous presentations of this event have been, and we are excited to offer it again on February 1, 2018.
While this event is very popular with our clients, it is open to all women who are interested in learning more about their money. Bring your mothers, daughters and friends to share in an entertaining evening of education and empowerment! In addition to talking about investing, we cover a number of issues that women face while managing their finances.
The continued creep of “creative disruption” in 2018
In 2017 we witnessed many changes in how we shop, relax, store energy and think of money. They say change is the only constant, so we should expect more of the same in 2018 as well as AI (Artificial Intelligence) and robotics.
The past year has been a great success for Mailey Rogers Group, our professional and community partners and most importantly, our valued clients. As a team, MRG helped hundreds of individuals and families in West Vancouver and throughout the province as they worked toward their wealth management goals. Whether this involved financial planning, investment management, retirement planning or additional services through our Scotia Wealth Management team of experts, we have accomplished a great deal and are proud of the exceptional care our clients receive.
So as we begin 2018, what’s next? We will continue to work closely with Kay Meek Centre as Season Sponsor, and are dedicated to Mailey Rogers Group projects such as our Women’s Initiative, our learning events and our communications on social media. (If you haven’t yet, follow us on Facebook, LinkedIn and Twitter). Additionally, we will continue to share interesting and informative blog posts each week (if there’s a topic you’d like to see covered, please contact us – we’d love your input)!
As we close out the year with this final post of 2017, here are the top blog posts we shared. Please take one more look and enjoy these great reads!