In this engaging video, Maili Wong, Senior Portfolio Manager and Senior Wealth Advisor with the Wong Group at Wellington Altus Private Wealth, sits down with Ron Huntington from EMT Consulting. Ron, a seasoned business consultant with decades of experience, shares invaluable insights on how business leaders can navigate the current environment of uncertainty. The conversation delves into the importance of proactive planning and agility in maintaining organizational performance amidst market fluctuations.
Join Maili and Ron in this video as they explore the following topics:
- — Proactive Planning: By identifying triggers for different levels of market drops, we can prepare for various scenarios and maintain financial health and competitive positioning.
- —Contingency Plans: Having a contingency plan and being agile in assessing risks regularly is essential. Maili and Ron discuss how The Wong Group meets daily and weekly to review portfolios, assess risks, and make necessary adjustments. This approach aligns with the Smart Risk philosophy, emphasizing preparedness and confidence in navigating any market conditions.
- —Commitment to Clients: Our commitment to our client’s needs and well-being is at the heart of everything we do. By taking a pragmatic and practical approach to managing our client’s financial goals, we ensure that we stay ahead of the competition and remain a trusted partner in any market environment.
- —Strategic Planning and Agility: By being proactive and prepared, we can navigate market challenges with confidence and continue to deliver optimal results for our clients.
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.
