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
Our Promise to you is:
WEALTH MADE CLEAR
Because with clarity comes confidence that you’re getting real results.
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
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
June 18, 2020
UBC Sauder School of Business Alumni Podcast – Getting Through Unstable Times
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
May 22, 2020
TELUS Talks Podcast with Maili Wong – How to take Smart Risks with your money
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
April 23, 2020
The Wong Group Update – March 2020
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
March 25, 2020
TEDx Talk on Smart Risk – Maili Wong
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
February 1, 2020
The Inspiration behind the book “Smart Risk”
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
January 15, 2020
