![](https://advisor.wellington-altus.ca/thewonggroup/wp-content/uploads/sites/31/2023/01/webinar-wong-new-enhanced-reporting-trust-rules.jpg)
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?
Our Promise to you is:
Because with clarity comes confidence that you’re getting real results.
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
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.
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: 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: Investing amidst Market Volatility – Spring Update April 2022 Click the image above to watch the 12 minute video.
Economic and Tax Highlights from the 2022 Federal Budget “On April 7th Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland,
The Wong Group Newsletter March 2022 Time: The Investor’s Great Ally It has been said that “history is just one damned thing after another.”
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
Insurance Planning: It’s Never Too Late As part of the retirement-planning process, we often suggest that our clients consider the use of life insurance for
Wealth Matters Webinar Global Market Update and Investment Outlook for 2022 Watch this timely Wealth Matters Webinar featuring our Global Market Update
The Maradona & Cantillon Effects: 2022 — The Year of The Fed! Market Insights – January 2022 Will the Maradona Effect be pivotal to
Continue Looking Forward Market Update – December 2021 As we begin another year, may we continue to look forward with the hope that the
The Law of The Hammer: A Volcker Shock In 2022? Market Insights – December 2021 “It’s burning down the house to roast the pig.”
Investing Perpectives: Seven Habits of Highly Effective Investors Over thirty years ago, the book “The 7 Habits of Highly Effective People” quickly become a
Estate Planning: The Feeney Philosophy of “Giving While Living” Chuck Feeney is the philanthropist who pioneered the idea of “Giving While Living.” While he
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.