Kim Mailey
Senior Wealth Advisor at Scotia Wealth Management | West Vancouver, British Columbia, Canada
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Kim Mailey currently serves as a Senior Wealth Advisor at Scotia Wealth Management, where she leads the esteemed Mailey Rogers Group in West Vancouver. With a career spanning over three decades, Kim has established herself as a trusted expert in financial advisory, investment advisory, and asset allocation. Her deep understanding of wealth management strategies enables her to craft personalized financial plans that align with her clients’ unique goals, whether they are focused on wealth accumulation, preservation, or legacy planning.
In her current role, Kim oversees a broad spectrum of services, including private banking, asset management, and comprehensive investment strategies. She is responsible for guiding clients through complex financial landscapes, leveraging her expertise as a Certified Financial Planner to optimize asset allocation and ensure robust portfolio performance. Kim’s approach emphasizes a holistic view of wealth, integrating tax-efficient strategies, estate planning, and retirement solutions to help clients grow and protect their assets over the long term.
Kim’s key projects often involve developing tailored investment strategies for high-net-worth individuals and families, as well as collaborating on business development initiatives to expand Scotia Wealth Management’s presence in the community. Her commitment to client success is complemented by her passion for community engagement, which stems from her roots in West Vancouver. With her extensive experience and industry knowledge, Kim Mailey continues to be a trusted advisor, dedicated to delivering exceptional service and innovative financial solutions that meet the evolving needs of her clients.
Senior Wealth Advisor at Scotia Wealth Management in January 1987 to Present
Season Sponsor at Kay Meek Centre in January 2010 to January 2019
Western Canadian Sales Manager, Professional Services and Patient Care Products at Procter & Gamble in January 1982 to January 1987
Part Time Employee at Woodwards in January 1974 to January 1981
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The University of British Columbia, Bachelor of Commerce - BCom, July 1976 to July 1981
Sentinel High School, July 1971 to July 1976
Glenmore Elementary School, July 1964 to July 1971
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Wealth Management
Retirement Planning
Investment Management
Wealth Management Services
Financial Advisory
Estate Planning
Investment Advisory
Investment Strategies
Strategic Financial Planning
Asset Allocation
Investments
Portfolio Management
Goals based investing
Risk Factor Investing
Financial Services
Finance
Retirement
Insurance
ETFs
Securities
Mutual Funds
High Net Worth Individuals
Strategy
Wealth
Fixed Income
Private Banking
Financial Planners
Alternative Investments
Foundations
Asset Managment
Equities
Risk Management
Certified Financial Planner
Bonds
Hedge Funds
Business Planning
New Business Development
Tax Efficiency
GIC
Succession Planning
Personal Tax Planning
Holistic Financial Planning
TFSA
RRSP
RESP
Private Wealth
Investment Selection
RRIF
Separately Managed Accounts
Asset Management
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Discover more about Scotia Wealth ManagementWhat is Kim Mailey email address?
Email Kim Mailey at [email protected], [email protected] and [email protected]. This email is the most updated Kim Mailey's email found in 2026.
How to contact Kim Mailey?
To contact Kim Mailey send an email to [email protected], [email protected] or [email protected]. (updated on February 03, 2025)
What company does Kim Mailey work for?
Kim Mailey works for Scotia Wealth Management
What is Kim Mailey's role at Scotia Wealth Management?
Kim Mailey is Senior Wealth Advisor
What is Kim Mailey's Phone Number?
Kim Mailey's phone (416) ***-*348
What industry does Kim Mailey work in?
Kim Mailey works in the Financial Services industry.
Kim Mailey Email Addresses
Kim Mailey Phone Numbers
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