Our Promise to you is:

WEALTH MADE CLEAR

Because with clarity comes confidence that you’re getting real results.

In The Press

Honoured to Be Recognized as a 2026 5-Star Advisory Team

 

The Wong Group recognized as a 2026 5-Star Advisory Team by Wealth Professional Canada for excellence in wealth management and client service.

We’re honoured to share that The Wong Group has been named a 2026 5-Star Advisory Team by Wealth Professional Canada!

This recognition reflects the trust our clients place in us every day, as well as the dedication of our incredible team. We are grateful for the opportunity to help individuals, families, and business owners work toward their financial goals.

Thank you to our clients, partners, and community for your continued support. We couldn’t do it without you.


If you have any questions about how this relates to you or your investment portfolio and financial plan, please give us a call at 
778 655 2410 or email us at thewonggroup@wellington-altus.ca

Sincerely,
Maili Wong, CFA, CFP, FEA
Senior Portfolio Manager & Senior Wealth Advisor

Wellington-Altus Private Wealth Inc.

Board Director

Wellington-Altus Financial Inc.

Maili Wong is a senior portfolio manager and senior wealth advisor at The Wong Group at Wellington-Altus Private Wealth and the Amazon best-selling author of ‘Smart Risk.’ She has over two decades of experience in the finance industry and was named a Top Wealth Advisor and one of the Best in Province in the 2022 rankings produced by The Globe and Mail and SHOOK Research.

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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.