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 WXN, takes an uncommon approach to wealth management. Unlike many whose work revolves around interest rates, investments and cash flow, Maili firmly believes that we tap into our highest power and achieve our greatest successes 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 wealth management clients using her signature Smart RiskTM approach.
But it wasn’t always that way. With an extremely disciplined mindset, Maili took the safe path to success, graduating with honours and the distinction of ‘Most Outstanding Female Graduate’ from the University of British Columbia before using her Bachelor of Commerce degree in Finance to secure a Wall Street position in New York City, specializing in equity derivatives at Merrill Lynch headquarters, then helping to manage over $5 Billion at a global hedge fund also in New York.
Shortly after she moved to New York, she found herself in the midst of overwhelming chaos and trauma during the events of 9/11. The experience of choosing her own path over following the crowd, walking for hours to find safety, and opening herself up to the help of strangers gave her the perspective needed to shift her mindset and life’s focus.
She spent the next five years working at major investment firms in New York City, and also obtained her Chartered Financial Analyst (CFA) designation, the gold standard in global portfolio management. During her time in New York, she studied risk and developed a roadmap for taking better risks in life and in business. Through her work, it became clear that if playing it safe could leave her exposed to harm, that taking risks could actually give her greater strength.
Maili shares her personal story of resilience and lessons learned during her nearly two decades of international investing experience in her Amazon #1 Bestselling book, Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life, as well as in her powerful Tedx Talk.
She now works to empower her clients to build resilience and a positive wealth mindset so they can enjoy a fulfilling, impactful, Work-Optional Life, free from stress, using her modern approach to investing.
Among numerous accolades, Maili’s uncommon wealth management style has garnered her a position on Business in Vancouver’s “Top Forty Under 40” list. Her work is recognized in media, including a cover story for MoneySense magazine, and stories in Forbes Magazine, The Globe and Mail, and BC Business Magazine. She’s also featured in the commemorative book Canada 150 Women, highlighting 150 of the country’s most influential female leaders. Most recently, she was named one of B.C.’s Most Influential Women by BC Business.
Maili is an active leader in her community and believes in the importance mentorship for the next generation. She served a full term on the Real Estate Council of British Columbia, appointed by the Minister of Finance in 2016. She currently serves as Board Member of the Asia Pacific Foundation, Canada’s leading think tank on economic ties with Asia, and co-chairs the annual Down Syndrome Research Foundation. Maili also served as Board Member of the University of British Columbia Portfolio Management Foundation (UBC PMF) for 6 years. Maili also created and funded the “Maili Wong Scholarship in Finance” which is awarded annually by UBC to a female undergraduate student in Finance, to receive both a bursary and mentorship.
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
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.
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.
