The Globe and Mail recently published an article featuring Maili’s insights on building a ‘dream team’ and how this benefits our clients here at The Wong Group.
Click here to read how she uses a holistic approach, as well as technology, to provide a high level of care for our clients. Here’s a preview of what Maili had to say:
“In the past, you could get away with being a generalist,” says Maili Wong, senior wealth advisor and senior portfolio manager with The Wong Group at Wellington-Altus Private Wealth Inc. in Vancouver. “But less so today. The stakes are way higher.”
Enter the dream teams of today – carefully curated offices staffed with experts boasting a variety of specializations and lengthy credentials. These teams include chartered financial analysts, certified financial planners, and insurance and tax experts. These advisory team members work together to ensure they’re addressing client needs holistically, whether that’s by holding joint meetings or employing software that manages each client’s suite of products.
The model is decidedly like that of a family office – a private wealth management firm that works with ultra-high-net-worth families to deliver a high level of service. At the same time, advisors recognize that augmenting their offerings with outside experts, each steeped in their area of specialty, is still necessary – and good for business.
At Ms. Wong’s office, having a wide breadth of expertise can prompt conversations with clients about topics beyond a review of their investment portfolios.
“Even if clients aren’t outwardly requesting it, they may want to know more about starting an education fund for their kids. Or the tax implications of their retirement planning,” she says.
Holistic-minded advisors have the capability to handle these types of topics as well as provide what she calls a high level of “care factor.”
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.
