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.