Our Promise to you is:
Because with clarity comes confidence that you’re getting real results.
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
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,
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
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
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
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
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
Maili’s Market Insights: The Future looks bright, indeed! It has been said that millennials — those born from 1980 to 1994 — were
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
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
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
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
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
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
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
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
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
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
Watch this Wealth Matters Webinar featuring our Global Market Update and Investment Outlook for 2023 with Maili Wong, CFA and Senior Portfolio Manager at
With rising housing prices often outstripping wage increases, it is more challenging than ever for Canadians to enter the housing market. The First Home Savings
Vancouver-based financial advisors The Wong Group specialize in financial planning and wealth management.
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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.
