Market Insights – Global Outlook 2024
Global Market Update and Investment Outlook for 2024 Global equity and bond markets start the new year off positively, and to shed light on the
January 31, 2024
Our Promise to you is:
WEALTH MADE CLEAR
Because with clarity comes confidence that you’re getting real results.
A Better Way to (Financially) Plan for the Future – A Conversation with Maili Wong and Dana Brooks
All progress starts with the truth. The truth gives you clarity to take the right actions towards achieving and maintaining a financially stress-free retirement
November 6, 2023
Market Insights – September 2023
September 2023 Market Insights by Dr. James Thorne – The Fed’s High-Wire Act: Dancing with Inflation, Deflation, and the Whims of the Market Is the
September 18, 2023
Maili’s Market Insights: Summer 2023 Newsletter
Maili’s Market Insights: The Future looks bright, indeed! It has been said that millennials — those born from 1980 to 1994 — were
July 19, 2023
A Revolutionary Change? Welcome to the Age of Artificial Intelligence
In the summer of 2022, technology pioneer Bill Gates met with the team that developed the algorithm ChatGPT and left them with a challenge: “Train
July 5, 2023
Intergenerational Wealth Planning: In Praise of the Summer Job
Remember the days of old, when the summer job was a rite of passage? Those of us who preceded the digital era may connect with
July 5, 2023
Women & Insurance: Closing the Gender Gap
According to recent statistics, there continues to be a gender gap when it comes to life insurance coverage: men are better protected than women. Consider
June 12, 2023
The Wong Group April 2023 Market Update – Normalcy Returns Faster Than You’d Think After Financial Crises
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
May 3, 2023
Rethinking the Role of an Investment Advisor in 2023
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
April 4, 2023
The 5 P’s of Successful Investment Planning
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
April 4, 2023
2023 Federal Budget – Everything You Need to Know
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
March 29, 2023
Are You Doing All You Can to Save Tax? Shift Income, Split Tax
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
March 28, 2023
Estate Planning: What’s Your Cognitive Life Expectancy
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
March 28, 2023
Maili’s Market Insights: Spring 2023 Newsletter
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
March 16, 2023
Wealth Matters Webinar Global Market Update and Investment Outlook for 2023
Watch this Wealth Matters Webinar featuring our Global Market Update and Investment Outlook for 2023 with Maili Wong, CFA and Senior Portfolio Manager at
February 10, 2023
The New (and Updated) Tax-Free First Home Savings Account
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
January 26, 2023
New Enhanced Trust Reporting Rules
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?
January 24, 2023
Reflections on Tennis and Investing
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
January 11, 2023
Maili’s Market Insights: Winter 2022 Newsletter
Maili’s Market Insights: For 2023: Look Forward, Not Back Most people, investors or not, tend to base their current views on what is
December 16, 2022
VIDEO: Global Outlook For the Year Ahead: Investing in Today’s Markets
Maili Wong & Dr. Jim Thorne, Chief Market Strategist, Present to You: Global Outlook For the Year Ahead: Investing in Today’s Markets Watch this
October 31, 2022
