How to share values and wealth with grandchildren effectively
Many grandparents are looking with alarm at the high costs of education and homes, the impact of high interest rates and inflation, the disappearance of defined-benefit pension plans, and recognize that their grandchildren face significant hurdles on their journey toward financial security. In turn, some are stepping in to help. “We’re working with several of […]
How top advisor grew her practice by 43% in 2021
Great article sharing our perspective on a “best practices” approach to building growth in the wealth management industry. Our focus at The Wong Group at Wellington-Altus Private Wealth is to provide lasting positive impact for our clients by helping them build resilience so they feel financially strong and safe, even during turbulent times. Our aim […]
