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
Our Promise to you is:
WEALTH MADE CLEAR
Because with clarity comes confidence that you’re getting real results.
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
Leading Portfolio Manager Embraces Volatility – Wealth Professional Magazine featuring Maili Wong
Embracing volatility While some portfolio managers may fear volatile times, Maili Wong sees them as an opportunity to buy companies on sale and enhance
November 5, 2020
Wealth Matters Video Webinar #2: Disruptive Innovation and the Fastest Growing Global Investment Themes
Wealth Matters Webinar #2: Disruptive Innovation and the Fastest Growing Global Investment Themes Join Maili Wong, CFA, Senior Portfolio Manager & Executive Vice President
November 2, 2020
Wealth Matters Video Webinar #1: Insights for Investing amidst a Global Pandemic
Wealth Matters Webinar #1: Insights for Investing amidst a Global Pandemic Join Maili Wong, CFA, Senior Portfolio Manager & Executive Vice President with the
October 15, 2020
The Wong Group Update – September 2020
Navigating Through Uncertainty Today, as a result of the pandemic, many of us find ourselves feeling like we are navigating through unchartered territory. We
September 23, 2020
Market Insights: The Secrets of Change
“The secret of change is to focus all of your energy, not on fighting the old, but on building the new.” — Dan Millman, Author
August 27, 2020
Global Market Insights – Summer 2020
Global markets continued to ebb and flow along the recovery path higher in July, despite the persistence of COVID19 and the economic lock-down that has
August 7, 2020
The Wong Group Update – June 2020
The Increasing Rate of Change It has been said that “there are decades where nothing seems to happen and then there are weeks where decades
June 29, 2020
COVID19 Benefit and Relief Measures – Helpful Tool
The Financial Relief Navigator is a new tool designed by Prosper Canada to help Canadians learn about all of the money support that they can
June 25, 2020
Market Cycles and Managing Risk
The exogenous event of COVID-19 has been an uncomfortable reminder that we are all vulnerable to unforeseen risks that can have unprecedented effects. As investors,
June 23, 2020
Estate Planning and Your Will – Legal Doesn’t Mean Effective
In light of COVID-19, many people have turned their minds to their estate plans. One news report indicated that a Canadian online Will-creation site saw
June 22, 2020
Beware of these Investing Errors
Uncertain times often highlight the mistakes that investors can make with their portfolios. During buoyant markets, making money may not seem difficult. However, the reckoning
June 18, 2020
The Wong Group Update – March 2020
Managing Perspective in Uncertain Times Over recent months, the world has been caught off guard by the coronavirus outbreak. As we continue to grapple with
March 25, 2020
