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February 9, 2017

It’s hard to believe that January is over and February is well underway. It seems as if we were just marvelling at how quickly 2016 flew by, but already, 2017 is shaping up to be another busy and successful year for Mailey Rogers Group! As we strive to make your family dreams become reality, we feel that we are achieving that goal.

Sometime in the last week or so, you likely received your annual financial statements in the mail (if you receive online statements, you can find them by accessing your account information via Scotia Online). If your package hasn’t arrived yet, don’t worry – it should be there soon!

Looking at these statements, you will have noticed an additional piece of paper in the envelope – a new report detailing your portfolio’s performance before and after fees. This is something that we mentioned in a previous blog post, and discussed in a video earlier this month. While nothing has changed in terms of our wealth management process, our commitment to transparency or the fees our clients pay, we wanted to ensure that clients felt educated about the inclusion of this new report. A long time in the making, the report is part of a new Canada-wide regulation and is being implemented by wealth advisors across the country. As it’s designed to help Canadians better understand their investments, including fees and performance, we are pleased to provide this information to MRG clients.

Our team has always valued transparency, and is committed to providing an exceptional level of client service at all times. If you have any questions at all about this new statement, we’d be more than happy to answer them. Please feel free to reach out to us by phone or email at your convenience.

In other news, Mailey Rogers Group is hosting a fantastic Lunch and Learn presentation on estate planning next week. Click here for details and RSVP information – we hope to see plenty of clients and guests in attendance. We will also continue to blog on this important subject, and look forward to posting part two of this great post by Victoria Rogers among other related topics. Thanks as always for reading, and again, feel free to connect with our group if you have any questions at all about your annual statements.