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The first quarter of 2023 is complete; markets were strong, but once again the financial world feels “on fire.” Central banks are still raising rates
When we think about the role of an investment advisor, it can seem like their job is to predict the future. In truth, no investment
When it comes to creating a personal roadmap for the first time or updating an existing one, I ask my clients to consider the 5
From tools to fight abusive tax planning to combatting the cost of living, we break down how Canadians across the country will be impacted by
Do you feel as though you are paying too much tax? A recent study suggests that high-income families pay a disproportionately large share of all
What is your “cognitive life expectancy?” One study suggests that, on average, brain health declines around 12 years after the age of 65.¹ This means
Maili’s Market Insights: Change is the Only Constant “A new technology bids to transform the human cognitive process…redefine human knowledge, accelerate changes in
Watch this Wealth Matters Webinar featuring our Global Market Update and Investment Outlook for 2023 with Maili Wong, CFA and Senior Portfolio Manager at
With rising housing prices often outstripping wage increases, it is more challenging than ever for Canadians to enter the housing market. The First Home Savings
Do you have a Jointly owned investment account with your name on legal title for any assets you do not have a particular interest in?
Tennis has become one of my favourite sports. As both a tennis fan and investment manager, I’ve noticed commonalities that can lead to long-term success. Today, I’ll highlight
Maili’s Market Insights: For 2023: Look Forward, Not Back Most people, investors or not, tend to base their current views on what is
Maili Wong & Dr. Jim Thorne, Chief Market Strategist, Present to You: Global Outlook For the Year Ahead: Investing in Today’s Markets Watch this
Maili’s Invesment Insights: Coping with Volatility – Autumn 2022 The summer did not see much respite from the volatility that has gripped the financial markets.
Waiting for Godot and passing the peak sagitta of the inflation and rate expectation arcs in 2022 Waiting For Godot is Samuel Beckett’s portrait of
This is Not Coin-Flip Policymaking Download this article as a PDF. “Every theory is a self-fulfilling prophecy that orders experience into the framework it provides.”
Maili’s Market Insights: Investing amidst Market Volatility – Spring Update April 2022 Click the image above to watch the 12 minute video.
Maili’s Market Insights: The global investment markets continued their volatility in May, as investors anticipate further interest rate increases amidst slowing economic activity, and
Maili’s Market Insights: Finding Balance Amid Uncertainty Keeping expectations on an even keel has been a challenge when it comes to the financial markets.
Estate Planning: Spring Clean Your Registered Plan Beneficiary Designations The idea of spring cleaning often connotes a daunting task. However, it doesn’t have to
Rethinking the Role of an Investment Advisor in 2023
The 5 P’s of Successful Investment Planning
2023 Federal Budget – Everything You Need to Know
Estate Planning: What’s Your Cognitive Life Expectancy
Vancouver-based financial advisors The Wong Group specialize in financial planning and wealth management.
Please send us a message if you’d like a complimentary consult.
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.
