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Scotia Wealth Management

There’s a new face at Mailey Rogers Group!

Introducing Brad Russell, CFP

April 10, 2018

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!

Offering a warm welcome to Brad Russell, Wealth Advisor

Fortunately, we found an excellent match in Brad Russell, who started with Mailey Rogers Group earlier this month. Brad is a skilled Wealth Advisor who has worked at Scotia Wealth Management for several years, and is a great match for this group. He has earned level 1 of the Certified Financial Planner (CFP) designation and has a BBA (business degree with honours) from Wilfrid Laurier University in Ontario. Brad has already proven that he works well with Mailey Rogers Group as well as with our valued clients. He lives on the North Shore, where he has earned a reputation as an accomplished golfer and community member. We are pleased to welcome Brad to MRG and look forward to introducing him to clients!

Why this matters

Client service means respecting our clients on many levels, and that includes being conscious of changes to our wealth management team. Kim Mailey and Victoria Rogers took deliberate time and consideration in making this decision, and are confident that our team will only grow better and stronger with this addition. Again, we welcome Brad and look forward to continued success as a team.

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This publication has been prepared by Scotia Capital Inc. and is intended as a general source of information only and should not be considered as personal and/or specific financial, tax, pension, legal or investment advice. We are not tax or legal advisors and we recommend that individuals consult with their qualified advisors before taking any action based upon the information contained in this publication. Opinions and projections contained in this publication are our own as of the date hereof and are subject to change without notice. While care and attention has been taken to ensure the accuracy and reliability of the material in this publication, neither Scotia Capital Inc. nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of such material and disclaim any liability resulting from any direct or consequential loss arising from any use of this publication or the information contained herein. This publication and all the information, opinions and conclusions contained herein are protected by copyright. This publication may not be reproduced in whole or in part without the prior express consent of Scotia Capital Inc.