Skyrocketing Real Estate Prices
Skyrocketing Real Estate Prices: Make Cottage/Cabin Succession Planning a Priority With the fall weather now upon us, the cottage/cabin season may be winding down for
September 30, 2021
Our Promise to you is:
WEALTH MADE CLEAR
Because with clarity comes confidence that you’re getting real results.
Business Owners: What’s Your Succession Plan?
BUSINESS OWNERS: What’s Your Succession Plan? Nearly three-quarters of Canadian business owners are expected to exit their businesses by 2028. If you are a
September 23, 2021
The Wong Group Update – September 2021
Are you Checking too Frequently? It has been said that “successful investing should be more like watching paint dry.” Yet, for many investors today,
September 14, 2021
Maili’s Market Insights: Investing amidst Market Volatility and New Market Highs – Summer 2021
Maili’s Market Insights Investing amidst Market Volatility and New Market Highs – Summer Update 2021 Welcome to our Summer 2021 update! My team at
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Converting an RRSP to a RRIF 2021
Converting an RRSP to a RRIF 2021 If you are nearing retirement, you may be starting to think about creating retirement income for yourself
July 22, 2021
The Wong Group Update – June 2021
Information: Not the Same As Advice With the tremendous amount of investment information available through the internet and other sources, it’s important to recognize
June 22, 2021
Welcome to the Matrix: Cryptocurrencies
Welcome to the Matrix: Cryptocurrencies “Denial is the most predictable of all human responses.” – The Architect, The Matrix, 1999. In The Matrix,
June 21, 2021
Pay-Down Your Mortgage or Top-Up Your TFSA
Should you pay down your mortgage or top up your Tax Free Savings Account (TFSA)? The question of reducing debt or contributing to savings will
June 9, 2021
Five Star Best Advisors in Western Canada – Maili Wong
Five Star Best Advisors in Western Canada – Maili Wong A NEW BREED OF ADVISOR We are honored to announce that Maili Wong was
May 17, 2021
Maili’s Wealth Matters Moments: Avoiding Financial Fraud and Scams to Protect Your Wealth – VIDEO and article – April 2021
Maili’s Wealth Matters Moments Avoiding Financial Fraud and Scams to Protect Your Wealth VIDEO and article – April 2021 Click above to watch the
April 22, 2021
Economic and Tax Highlights from the 2021 Federal Budget
Economic and Tax Highlights from the 2021 Federal Budget “The truth is that the tradegy of COVID-19 has created a window of opportunity.”
April 20, 2021
The Wong Group Update – Spring 2021
The Swinging Market Pendulum It is the immutable market cycle. Stock market valuations can swing back and forth from one extreme to the other,
March 30, 2021
Maili’s Market Update Video – The Great Re-Structuring 2.0: Global Outlook for 2021
Maili’s Market Update Video – The Great Re-Structuring 2.0: Global Outlook for 2021 Click the image above to watch the 11 minute video.
February 25, 2021
Understanding RRSP Contributions, Deductions and Over-Contributions
A Registered Retirement Savings Plan (“RRSP”) is commonly used to help Canadian individual taxpayers (“Canadians”) save for their retirement. As well, Canadians can access the
February 25, 2021
Wealth Matters Video Webinar #4: The Work-Optional Life – Financial Planning Tips from the Pros
Wealth Matters Webinar #4: The Work-Optional Life: How to Plan and Retire Early – Financial Planning Tips from the Pros Planning to retire
February 3, 2021
TELUS Talks | How to take smart risks with your money: Maili Wong
TELUS Talks | How to take smart risks with your money: Maili Wong Financial worries are top of mind for many Canadians amidst the
January 27, 2021
Maili’s Market Insights Video: Investing Amidst Market Volatility & New Market Highs
Maili’s Market Insights Video: Investing amidst Market Volatility and New Market Highs Click above to watch the 13 minute video. Many of our
January 20, 2021
The Wong Group Update – Winter 2021
For 2021: Reasons for Optimism What a year 2020 has been! As we reflect on the series of global events that have taken place
December 17, 2020
Fall 2020 Economic Update – A Summary of Canada’s Economic Statement from Minister of Finance
Fall 2020 Economic Update – A Summary of Canada’s Economic Statement from Minister of Finance “We are resilient people. We are resourceful people. And
December 1, 2020
Wealth Matters Video Webinar #3: Strategic Giving and Philanthropy – How to Give, Save Tax, and Magnify Your Impact
Wealth Matters Webinar #3: Strategic Giving and Philanthropy – How to Give, Save Tax, and Magnify Your Impact Join Maili Wong, CFA, Senior Portfolio
November 26, 2020
