Where you can trust your interests are being heard and addressed.
You should have confidence that whomever you put in charge of growing your investments consistently has your interests at heart. It should be clear that your financial advisor has the freedom to invest your money in the best independent solutions for you.
At The Wong Group, our team is uniquely positioned to manage your wealth in a way that sets you up for financial resiliency, empowering you to build and maintain a Work-Optional Lifestyle no matter how long you live.
Our best practices focus on getting you the best results. No cookie cutter tactics. No hidden commissions. No restriction on investment products. Just peace of mind that your wealth management plan is cultivated specifically for you.
Book a Consultation with Maili Wong, one of Canada’s Top Wealth Advisors, or contact us to receive a complimentary signed copy of her best-selling book, Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life.
Book a Consultation with Maili Wong, one of Canada’s Top Wealth Advisors, or contact us to receive a complimentary signed copy of her best-selling book, Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life.
We take the time to deeply understand your financial goals, values and mindset around your wealth so that you can have confidence to step into financial freedom and achieve the results that matter most to you.
We're Wall Street experienced financial advisors available locally in Vancouver, BC. We're data driven. We use state of the art technology and disciplined investment processes so we can set your wealth up to be resilient through the ups and downs of the market.
Your needs come first. By this, we mean transparency with your management fees and clarity in your statements. And with clarity comes confidence that you’re on track to meet your goals.
Our ability to plan across multi-generations, create business succession and transition strategies, and ensure you’re able to achieve your philanthropic desires, gives you the continuity you deserve.
Are you Smart Risk ready? Here’s what we mean by Smart Risk.
Vancouver-based financial advisors The Wong Group specialize in financial planning and wealth management.
Please send us a message if you’d like a complimentary consult.
Please join us for an exclusive interactive webinar with special guests Satya Pradhuman and Apollo Lupescu, Ph.D.as we discuss:
Register today with The Wong Group!
778-655-2410 / thewonggroup@wellington-altus.ca