Senior Wealth Advisor and Portfolio Manager Maili Wong has contributed to a new article in The Globe and Mail, discussing what the wealth management industry is looking for when hiring new advisors.

Read the whole article here. Here’s what Maili had to say:

Maili Wong, senior wealth advisor and portfolio manager at Wellington-Altus Private Wealth Inc. in Vancouver, says new entrants to the wealth management industry used to be assessed based on factors such as school grades or their performance in a competitive sport.

Today, as clients seek holistic solutions to their complex financial situations – such as second or third marriages, extended families and successful businesses – wealth management firms are looking for critical thinkers who can come up with the best strategies.

Knowing how to work within a team has also become a must-have skill for advisors, Ms. Wong adds.

This advisory model is more successful when it’s supported and delivered by a team, she says, with different people specializing in investment analysis, financial planning, portfolio reviews, administration and compliance. “One advisor alone cannot successfully do all of that in this environment.”

 

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.

Maili Wong is a senior portfolio manager and senior wealth advisor at The Wong Group at Wellington-Altus Private Wealth and the Amazon best-selling author of ‘Smart Risk.’ She has over two decades of experience in the finance industry and was named a Top Wealth Advisor and one of the Best in Province in the 2022 rankings produced by The Globe and Mail and SHOOK Research.