Maili Wong has always embraced a challenge. Whether that was pursuing a career in neurosurgery or, after shifting her focus to finance, moving to New York City to work on the trading floor of a prestigious Wall Street investment bank. But working in a building connected to the World Trade Center on the morning of 9/11 had a profound effect on Maili, forcing her to reevaluate her career path and consider what truly mattered.
In this episode, Maili talks about her decision to leave her successful Wall Street career, the impact of AI on the wealth advisory industry—both positive and negative—and the qualities she looks for when hiring the next generation of financial advisors.
To hear more of Maili’s remarkable journey—from Wall Street to wealth advisory leadership in Canada—and her candid thoughts on AI, mentorship, and purpose-driven investing, listen to the full podcast episode here. It’s a conversation that’s as insightful as it is inspiring.
This podcast can also be found on Apple Podcasts, Spotify, and Amazon Music
Maili can also be found on The Globe and Mail’s Find an Advisor Directory, a vetted platform that recognizes advisors with a client satisfaction rating of 80% or higher.
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.
