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Wealth Matters Webinar #3: Strategic Giving and Philanthropy – How to Give, Save Tax, and Magnify Your Impact Join Maili Wong, CFA, Senior Portfolio
Embracing volatility While some portfolio managers may fear volatile times, Maili Wong sees them as an opportunity to buy companies on sale and enhance
Wealth Matters Webinar #2: Disruptive Innovation and the Fastest Growing Global Investment Themes Join Maili Wong, CFA, Senior Portfolio Manager & Executive Vice President
My Financial Life – Season 2, Episode 4 – Taking Smart Risks: Investment Strategies for a Work-optional Life and Early Retirement Featuring UBC Alumna
Wealth Matters Webinar #1: Insights for Investing amidst a Global Pandemic Join Maili Wong, CFA, Senior Portfolio Manager & Executive Vice President with the
Navigating Through Uncertainty Today, as a result of the pandemic, many of us find ourselves feeling like we are navigating through unchartered territory. We
“The secret of change is to focus all of your energy, not on fighting the old, but on building the new.” — Dan Millman, Author
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
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
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
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,
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
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
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
Hear first-hand experiences from resilient UBC Sauder alumni across North America who have faced uncertainty and navigated to success. From being named one of Canada’s
Financial worries are top of mind for many Canadians amidst the COVID19 crisis, and Maili Wong was invited by TELUS Talks to provide insights about
Managing Perspective in Uncertain Times Over recent months, the world has been caught off guard by the coronavirus outbreak. As we continue to grapple with
By sharing her own personal struggle when faced with risk, Maili Wong shares how she overcame her fear and found the courage to step out
Watch as financial advisor, Maili Wong, is interviewed by award-winning news anchor, Tamara Taggart, about the inspiration behind her Amazon Bestselling book, “Smart Risk: Invest
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.
