Brad Russell, Wealth Advisor
If you’ve worked with Mailey Rogers Group for any length of time, you know about our values. We care about our clients and their families, and we take the time to truly understand their needs and goals. Relationships are incredibly important to us – both here in the office and with our clients – and we are committed to delivering an exceptionally high quality of wealth management services. (That said, we are always happy to catch up with clients on a personal level and enjoy a good laugh).
When we were tasked with bringing someone new to Mailey Rogers Group, it was about so much more than just a resume. We considered our applicants’ skills, experience, goals, approach to client service and fit with our team. We wanted someone dedicated and with exceptional financial skills, but also knew they would have to be personable and share our wealth management philosophy. We have a very strong team with an amazing working dynamic, so naturally, we were being very selective about who we brought on board!
Year of the chihuahua
It’s been an eventful start to 2018 for global financial markets. The 5.6% rise for the S&P 500 Index was the biggest January gain since 1997. This rally was quickly followed by the first 10% market correction since early in 2016. With the strong rally followed by the large sell-off, the S&P 500 is off a mere 1.22% so far in 2018, but it feels like more!
Martha Angulo is ready to help Mailey Rogers Group clients get prepared during tax season!
At Mailey Rogers Group, we understand that client care is about more than being friendly – it’s about offering financial services that are personalized, effective and convenient. We take the complex and make it simple, whether we’re managing your investments, planning your retirement, creating an estate plan or supporting another element of your wealth management strategy. We work collaboratively, focusing on your success and peace of mind.
There is no better example of this than at tax time. While our team does not prepare income tax returns for clients, we strive to make tax season as simple as possible for them. Mailey Rogers Group provides each client with a list of documents that should be submitted to their tax preparer. Should you need help obtaining any of these items for your tax return, Martha Angulo is on hand to assist. Our team often communicates with our clients’ accountants to ensure no document is missed or misunderstood. This is a great opportunity to touch base and confirm that all professional parties are working toward the same goal.
Last year, Mailey Rogers Group introduced a series of ticket giveaways in partnership with Kay Meek Centre – an amazing venue here in West Vancouver where we have served as Season Sponsor for the past eight years. In order to celebrate this relationship, Mailey Rogers Group offered four ‘best in house’ seats to a number of fantastic shows, giving clients and other members of the community the opportunity to enjoy an evening of entertainment (and a drink on us)! It’s something we took great pleasure in doing and look forward to continuing in 2018.
Kay Meek Centre means a lot to our team, and we are dedicated to sharing this connection with our clients. On that note – let us introduce the first concert ticket giveaway of the season!