A smart risk checklist for staying safe
Download the smart risk checklist for staying safe As Artificial Intelligence transforms the financial landscape, staying safe and resilient is more important than ever. This
October 9, 2025
Our Promise to you is:
WEALTH MADE CLEAR™
Because with clarity comes confidence that you’re getting real results.
Smarter Planning: AI’s Role in Modern Financial Advice
Join Maili Wong and Senior Wealth Planner Dana Brooks as they pull back the curtain on how The Wong Group is harnessing the power of
October 8, 2025
Maximizing Your RESP: Withdraw Wisely
A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone — parents, family
September 9, 2025
June 2025 Market Update: Policy Patience, Geopolitical Tensions, and the Case for Diversification
As we head into summer, markets have delivered something we haven’t seen in a while—stability, modest gains, and a breath of calm air. After months
July 2, 2025
Maili’s Market Update: AI, Inflation & What Smart Investors Need to Know I May 2025
In this May 2025 market update, Maili shares insights from her recent experience at the National Volleyball Championships, drawing parallels between sports and investing. 00:10
May 23, 2025
Maili’s Market Update – April 2025
Please join us in watching Maili’s latest video update this month, where we discuss the recent market volatility driven by trade negotiations and economic uncertainty.
May 2, 2025
Tariff Developments: April 2025 Market Update
In this video, Maili Wong provides an insightful update on navigating recent market volatility and tariffs. Learn about the impact on client portfolios and the
April 9, 2025
Navigating Uncertainty with Strategic Planning and Agility
In this engaging video, Maili Wong, Senior Portfolio Manager and Senior Wealth Advisor with the Wong Group at Wellington Altus Private Wealth, sits down with
March 12, 2025
Navigating Volatility: Understanding Tariffs and Their Impact on Your Portfolio
Worried about the impact of tariffs and market volatility on your portfolio? Watch below or click here to view this 7-minute video from Maili as she
March 12, 2025
Maili’s Market Update Feb 2025
Are you curious about how the latest U.S. tariffs and geopolitical shifts could impact your investment portfolio? Join us for an exclusive video where Maili Wong
February 14, 2025
Beyond Borders: Scaling Your Business and Investments Globally
We had the privilege of hosting an exclusive event at The Arbutus Club featuring the brilliant Vina Nadjibulla, VP of Research & Strategy at the Asia Pacific Foundation of
January 29, 2025
The Wong Group Wealth Matters Webinar Series: Market Insights and Election Impact
Click to watch this Wealth Matters Webinar on the topic of the U.S. election and the investment outlook for 2025 amidst local and global geopolitical issues, with special
November 5, 2024
Maili’s Market Update – October 2024
Please join us in watching Maili’s October 2024 Market Update video, as we explore financial topics impacting Canadians, such as interest rate changes and how
November 5, 2024
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
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
