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
Our Promise to you is:
WEALTH MADE CLEAR
Because with clarity comes confidence that you’re getting real results.
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
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
My Financial Life Podcast Alumni UBC with Maili Wong, brought to you by The Vancouver Sun
My Financial Life – Season 2, Episode 4 – Taking Smart Risks: Investment Strategies for a Work-optional Life and Early Retirement Featuring UBC Alumna
October 26, 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
Succession Planning for Family Business – What is a Family Enterprise Advisor?
When helping family business owners plan for succession, retirement, and multi-generational continuity, involving a certified Family Enterprise Advisor (FEA) can help create better outcomes for
June 20, 2020
