Our Promise to you is:
WEALTH MADE CLEAR™
Because with clarity comes confidence that you’re getting real results.
Our mission is to…
Build trust in the financial services industry through competence, clarity and confidence that your wealth is being well-managed.
Your lifestyle goals and financial needs come first. To ensure you know you and your wealth management experience are the priority, we’re fully transparent about our process, products, fees and results.
It’s our vision that….
North American couples can have the confidence to live a Work-Optional Life with ease and focus on making a positive impact in the world.
Your money beliefs impact your ability to create wealth. We help our clients create a confident relationship with wealth and break free from financial stress. We empower clients to build resilience and a positive wealth mindset so they can enjoy a fulfilling, impactful, Work-Optional Life – free from stress.
Smart Risk Inspiration Video
Why a Bonsai Tree in Our Logo?
Similar to our team, the Bonsai tree prides itself on the quality and magnitude of its impact, not its size or scale. Its rarity is representative of the boutique nature of our offerings as a wealth management firm. Meticulously crafted with care over time, Bonsais are an art form trained for sustained growth, with strong roots and an unwavering ability to stay on a clear path towards their optimal life form. They align seamlessly with the framework for how we grow your portfolio and build your optimal wealth experience.
Meet the Team
Maili Wong, CFA, CFP, FEA
Senior Wealth Advisor, Senior Portfolio Manager & Board Member, Wellington-Altus Financial Inc.
778.655.2411 | maili.wong@wellington-altus.ca
Maili Wong, named one of Canada’s Most Powerful Women: Top 100TM by the Women’s Executive Network (WXN), takes an uncommon approach to wealth management. Some focus solely on interest rates, investments and cash flow. Maili believes that we tap into our highest power when we allow our emotional, intuitive energy to work synchronously with our scientific and logical mind. It’s a view that’s positioned her to help achieve success for her clients using her signature Smart RiskTM approach.
It's a view that's positioned her to help achieve success for her wealth management clients using her signature Smart RiskTM approach.
At The Wong Group at Wellington-Altus Private Wealth, Maili leads a 10-person advisory team dedicated to providing holistic wealth management to high-net-worth clients. She specializes in discretionary investment management, comprehensive financial planning, risk management and insurance solutions.
Maili’s path began with disciplined excellence, graduating with honours and earning the distinction of “Most Outstanding Female Graduate” from the University of British Columbia (UBC). Leveraging her Bachelor of Commerce degree in Finance, she secured a Wall Street position at Merrill Lynch in New York City. There, she specialized in equity derivatives, then helped manage over $5 billion at a global hedge fund.
Shortly after she moved to New York, Maili’s perspective shifted dramatically during the events of 9/11. Her experience of navigating chaos and relying on the kindness of strangers reshaped her mindset and life focus. It inspired her to choose her own path and embrace risk as a source of strength rather than vulnerability.
Maili refined her expertise during five years at major New York investment firms, earning the prestigious Chartered Financial Analyst (CFA) designation. These experiences shaped her roadmap for smarter risk-taking in life and business.
She shares lessons from over two decades of international investing experience in her Amazon #1 bestseller Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life and her powerful TEDx Talk.
Her groundbreaking wealth strategies have garnered multiple accolades, including the Wealth Professional Award for Portfolio/Discretionary Manager of the Year, and the Wealth Professional Award for Canadian Advisor of the Year in 2024.
Maili’s work has been featured in MoneySense, Forbes, The Globe and Mail, BC Business Magazine, Business in Vancouver’s “Top Forty Under 40” list and Canada 150 Women, which celebrates the country’s most influential female leaders. She was also named one of B.C.’s Most Influential Women by BC Business.
Dedicated to community leadership, Maili serves as a board member of the Asia Pacific Foundation, Canada’s leading think tank on economic ties with Asia. She is also the national chair of the annual Down Syndrome Research Foundation, the founder of the Maili Wong Scholarship in Finance at UBC (which empowers future female leaders through mentorship and financial support), and a former member of the Real Estate Council of British Columbia, appointed by the Minister of Finance. Maili is listed in The Globe and Mail’s Find an Advisor Directory, highlighting her as a trusted financial advisor.
Terrence Wong
Strategic Advisory Consultant
778.655.2409 | terrence.wong@wellington-altus.ca
Terrence is one of very few people who truly understands wealth… how to get it, how to keep it and how to use it in a meaningful way. A resilient self-starter and eternal optimist, he uses his 50 years of investment experience to help his clients achieve a wealthy state of mind (and state of investments) regardless of market conditions. As a Strategic Advisory Consultant with The Wong Group, Terrence offers sound advice and unique perspective on investing and being opportunistic in today’s markets. He advises clients on investing, personal finance, economics and business, and is consistently ranked in the top echelon of Vancouver investment advisors.
Cindy Liang, CFA, CFP, MBA
Portfolio Manager
778.655.2412 | cindy.liang@wellington-altus.ca
Cindy believes modern finance is based primarily on scientific reasoning guided by data and objective research, that it’s not subjective and speculative. With that philosophy in mind, she devotes her efforts to finding the best resources to help her clients grow their wealth. Cindy uses her 14+ years of financial market experience to conduct investment research, and does trading and portfolio management for The Wong Group. She’s fluent in Mandarin, Cantonese and English.
Dana Brooks, CFP®, CLU
Senior Wealth Planner, The Wong Group
403.778.0508 | dana.brooks@wellington-altus.ca
Kareen Leung, BBA
Associate Investment Advisor
778.655.2414 | kareen.leung@wellington-altus.ca
Ask Kareen her philosophy on the financial services industry and she’ll consistently tell you that integrity, honesty and clear communication with clients is how she’s achieved success during her 10+ years in the market. She focuses on investments and helps her clients understand wealth matters in simple terms so they can focus on what matters most in their lives.
Nick Mcbride, CFA, B.Comm Finance (Hons)
Associate Portfolio Manager
236.326.6541 | nick.mcbride@wellington-altus.ca
Nick brings a strong, disciplined and analytical mindset from his elite-level sports background to the investment team at The Wong Group. He spent four years as a Western Hockey League netminder, where he participated in highlight events like the NHL training camp and the Canadian Hockey League top prospects game.
Prior to joining the Wong Group, Nick graduated with academic honours from the UBC Sauder School of Business (Finance specialization), was the 2-time recipient of the Trek Excellence Scholarship at UBC awarded to the top 5% of graduating undergraduate students, and has successfully passed all three levels of the CFA. In his spare time Nick enjoys golfing, watching football and exercising.
Lena Siu
Investment Associate
778.655.2408 | lena.siu@wellington-altus.ca
Lena brings over 30 years of financial industry experience in portfolio administration and client servicing to the team at The Wong Group. She spent the past five years specializing in retirement services at a major insurance company, and works hard to ensure that our clients feel supported as they live their work-optional life.
Elaine Lee
Portfolio Administrator
778.655.2415 | elaine.lee@wellington-altus.ca
With more than two decades of experience in the financial industry, Elaine provides accurate and responsive client support and administration at The Wong Group. She embodies the team’s Wealth Made Clear™ approach by designing simplified client on-boarding and clear reporting processes that give her clients confidence that their portfolios are on track to meet their long-term goals, regardless of market conditions.
Morgan Boone
Wealth Management Associate
778.218.5368 | morgan.boone@wellington-altus.ca
Morgan brings several years of financial expertise to The Wong Group, with a strong background in wealth management, client service, and commercial real estate debt valuations. Starting as an associate and progressing to financial advisor at a bank-owned firm, Morgan has enjoyed helping clients achieve their financial goals with personalized strategies.
A lifelong learner, Morgan earned the Chartered Financial Analyst (CFA) charter in 2024, followed by the Chartered Alternative Investment Analyst (CAIA) designation in 2025, and is currently preparing to obtain the CERTIFIED FINANCIAL PLANNER CFP® certification. With a Bachelor of Business Administration in finance from the Beedie School of Business at Simon Fraser University, Morgan combines technical proficiency with a client-centered approach to deliver customized financial solutions.
Outside of work, Morgan embraces the West Coast lifestyle—snowboarding in the winter, exploring Vancouver’s beaches and rivers in the summer, and staying active year-round through fitness and outdoor adventures.
Judia Shanmuganathan
Wealth Management Associate
778.218.5369 | judia.shanmuganathan@wellington-altus.ca
Judia adds depth to the team at The Wong Group, specializing in asset administration. Prior to joining our team, she worked at trust companies, where she honed her skills in managing and safeguarding clients’ assets. Judia graduated from Simon Fraser University in 2018 with a Bachelor of Business Administration, concentrating in Finance and Human Resource Management. Her strong educational background and professional expertise make her a valuable asset to our team.
Born and raised in Vancouver, Judia embodies the values of dedication and care that align with The Wong Group’s mission. Outside of work, she enjoys traveling, especially to tropical destinations, reading, and gardening. Her diverse interests and commitment to excellence ensure that she provides personalized and attentive service to our clients.
Angela Vos
Associate
236.607.5845 | angela.vos@wellington-altus.ca
Angela Vos brings more than 10 years of experience working with high value clients to The Wong Group, with previous experience as a luxury global travel manager, ensuring clients’ international travel experiences consistently exceeded expectations.
Angela supports The Wong Group with coordinating client meetings and financial services to help clients enjoy a smooth and positive client experience. Angela was born and raised in Edmonton, Alberta and enjoys hiking, skiing, and taking full advantage of the beautiful Vancouver outdoors.
Discover The Smart Risk Approach to Investing
Do you have an investment strategy and financial roadmap leading you to a Work-Optional life? Even if you’ve read other books on wealth management, you can benefit from Maili Wong’s techniques for having the freedom to live the lifestyle you choose, regardless of market conditions.
