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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?

Reflections on Tennis and Investing

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 Investment Insights Autumn 2022

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.

Market Insights – September 2022

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 Update Summer 2022

Maili’s Market Insights: Weathering the Current Storm – Summer update July 2022 Happy Summertime everyone! As we enter the summer months, my team at The

Maili’s Market Update – June 2022

The global markets continued to be volatile in June, triggered by economic data and a 0.75% interest rate increase by the US Federal Reserve. During

Maili’s Market Insights: May 2022 Update

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

Insurance Planning: It’s Never Too Late

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


Smart Risk Book

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.