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No Drama: Family Business Succession Planning

Succession planning in Canada is vital to ensuring the orderly transition of a family business from one generation to the next, and yet emotions and complexity can cloud the process.

We are here to help.  With expertise and accreditation as a Family Enterprise Advisor (FEA), my team at The Wong Group and I can help family business owners think ahead, plan around key tax and estate planning tools, and communicate your wishes in a way that promotes clarity, continuity of values, and gives you confidence and peace of mind.

  • – More than 60% of family enterprises will change ownership in the next decade.
  • – 78% of family business owners expect future generations to own the family business.
  • – Half of those business owners are not confident ownership will continue.

Call Maili Wong or her team at 778 655-2411 for good advice on transitioning your business to the next generation or to help create a plan considering the issues and best practices for considering your succession plan.

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

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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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.