Highlights from the Federal Budget 2025

Federal Budget 2025 summary – key tax measures, economic outlook, and wealth planning strategies for Canadians

On November 4, 2025, Finance Minister and National Revenue Minister François-Philippe Champagne tabled the much-anticipated 2025 Federal Budget (Budget 2025). With no spring budget earlier this year, Canadians have been eager for insights into the government’s fiscal priorities and economic direction. Our Advanced Wealth Planning Group has summarized the key highlights and implications from this […]

AI and the Future of Wealth : Smart Tools, Smarter Decisions

AI Lunch & Learn event at Point Grey Golf & Country Club – expert insights on artificial intelligence in wealth management and investing.

The Wong Group had the privilege of hosting an exclusive Lunch and Learn event at Point Grey Golf & Country Club, where we explored the transformative power of artificial intelligence (AI) in modern financial planning. The session opened with a dynamic introduction from “AI Maili,” our multilingual digital host. We were honoured to welcome two […]

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Smart Risk Book

Book a Complimentary Consultation with Maili Wong, ranked one of Canada’s Top Wealth Advisors for two consecutive years 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.