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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

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

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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

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,

Estate Planning

Beware of these Investing Errors

Uncertain times often highlight the mistakes that investors can make with their portfolios. During buoyant markets, making money may not seem difficult. However, the reckoning


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.