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WEALTH MADE CLEAR

Because with clarity comes confidence that you’re getting real results.

In The Press

Maili Wong Named One of Top Women Wealth Advisors in Canada by Globe and Mail and Shook Research

Canada's Top Women Wealth Advisors 2023

We’re very pleased to announce that our very own Senior Portfolio Manager & Senior Wealth Advisor, Maili Wong, was just named as one of Canada’s Top Women Wealth Advisors for 2023 by the Globe and Mail and SHOOK Research.

Congratulations Maili!

Read the whole article here. Here’s a quick preview of the article:

If you have any questions about how this relates to you or your investment portfolio and financial plan, please give us a call at 778 655 2410 or email us at thewonggroup@wellington-altus.ca

Sincerely,
Maili Wong, CFA, CFP, FEA
Senior Portfolio Manager & Senior Wealth Advisor

Wellington-Altus Private Wealth Inc.

Board Director

Wellington-Altus Financial Inc.

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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.