Maili’s Market Update – September 2024
Please join us in watching Maili’s September Market Update video, where we discuss key issues affecting Canadians, including interest rate decisions, the upcoming U.S. elections,
September 24, 2024
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Maili Wong Takes Home Two Prestigious Awards at the Wealth Professional Awards Gala in Toronto
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
June 27, 2024
Market Insights – May 2024
May 2024 Market Update with Maili Wong and Dr. Jim Thorne, PhD Global markets returned to strength in May, and to share what’s new, what’s the same,
May 28, 2024
No Drama: Family Business Succession Planning
Succession planning in Canada is vital to ensuring the orderly transition of a family business from one generation to the next, and yet emotions and
April 26, 2024
2024 Federal Budget – Highlights From the 2024 Federal Budget
The 2024 Federal Budget has been released. Along with some expected measures on housing affordability and the cost of living, Budget 2024 proposes to increase
April 18, 2024
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
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
