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 distinguished guest speakers: John Zubak, AI Strategist & Entrepreneur-in-Residence at Thompson Rivers University, and Dr. James Thorne, Ph.D., Chief Market Strategist at Wellington-Altus Private Wealth. Their insights into the intersection of AI and investing offered our guests a fresh perspective on how technology is shaping the future of wealth management.
The presentation is now available to watch at your convenience. In this engaging video, you’ll:
- Discover how AI is reshaping the future of wealth planning.
- Gain practical strategies for protecting your wealth, reducing risk, and strengthening confidence in your financial decisions.
- Stay informed with a market update presented by Dr. James Thorne.
- Learn how AI is influencing market trends and empowering investors with timely insights.
Click below to watch the first part of our presentation and hear from our expert speakers.
To access the full recording including the market update from Dr. James Thorne, please connect with us at The Wong Group at thewonggroup@wellington-altus.ca and we’d be delighted to share it with you.
