We are incredibly honoured and proud to announce that Maili Wong, our Senior Wealth Advisor and Portfolio Manager, recently received not one but two awards at this year’s Wealth Professional Awards ceremony.
Coming away as the night’s big winner, Maili garnered the Avenue Living Award for Portfolio / Discretionary Manager of the Year and the Equiton Award for Canadian Advisor of the Year, a truly fantastic accomplishment.
Here’s what Maili had to say about receiving these awards:
This recognition speaks to our dedication and expertise but, most importantly, reflects the trust and support our clients have placed in us. Receiving these awards is a testament to the unwavering commitment we have towards our clients’ financial well-being. Our relationship with each of them is the cornerstone of our success, and we are deeply grateful for the opportunity to serve them. Rest assured, this accolade only fuels our determination to continually raise the bar on our clients’ behalf and set new standards of excellence within the financial industry based on competence and care.
From the bottom of my heart, I want to express my sincere gratitude for our clients’ trust in our relationship and for allowing my team and I the privilege of being our clients’ trusted strategic advisors. Together, we will navigate the ever-changing landscape of wealth management with integrity, diligence, and a steadfast focus on our clients’ best interests.
We are deeply honoured by the trust our clients place in us as reflected in the following client insights:
I cannot speak highly enough about the team at The Wong Group at Wellington-Altus Private Wealth. In my 25 years of investing, I have always felt that something was missing in my relationship with my financial advisor. I didn’t know what I was missing until I came under Maili Wong and her amazing team. Their client experience and superpowers to put all the puzzle pieces together in my financial plan has been invaluable. – Anita C.
My husband and I first met Maili just over a year ago. Since this meeting, we have been with Maili and her amazing team helping us plan and grow our future. We would like to express our thanks to Maili and her team by providing us such amazing expertise and attention to detail, especially during the volatile times in the market. – Alana M.
Great professionalism, customer-centric and most importantly a great track record of consistently positive returns to clients. – Lloyd B.
Check out some of the photos from the night of the Awards ceremony:
GET IN TOUCH TODAY for a complimentary consultation and discover how Maili and her team at The Wong Group can help you with all your wealth management, retirement, and estate planning.
