Welcome to the Matrix: Cryptocurrencies
Welcome to the Matrix: Cryptocurrencies “Denial is the most predictable of all human responses.” – The Architect, The Matrix, 1999. In The Matrix,
June 21, 2021
Our Promise to you is:
WEALTH MADE CLEAR™
Because with clarity comes confidence that you’re getting real results.
Pay-Down Your Mortgage or Top-Up Your TFSA
Should you pay down your mortgage or top up your Tax Free Savings Account (TFSA)? The question of reducing debt or contributing to savings will
June 9, 2021
Five Star Best Advisors in Western Canada – Maili Wong
Five Star Best Advisors in Western Canada – Maili Wong A NEW BREED OF ADVISOR We are honored to announce that Maili Wong was
May 17, 2021
Maili’s Wealth Matters Moments: Avoiding Financial Fraud and Scams to Protect Your Wealth – VIDEO and article – April 2021
Maili’s Wealth Matters Moments Avoiding Financial Fraud and Scams to Protect Your Wealth VIDEO and article – April 2021 Click above to watch the
April 22, 2021
Economic and Tax Highlights from the 2021 Federal Budget
Economic and Tax Highlights from the 2021 Federal Budget “The truth is that the tradegy of COVID-19 has created a window of opportunity.”
April 20, 2021
The Wong Group Update – Spring 2021
The Swinging Market Pendulum It is the immutable market cycle. Stock market valuations can swing back and forth from one extreme to the other,
March 30, 2021
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
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
