Wealth Matters Webinar Series:
Wealth Transfer Planning – How to Create your Lasting Legacy with Maili Wong and Michelle Connolly
November 23, 2021
If you’d like to schedule an appointment with me or my team, please contact us at 778 655 2410 or use the chat feature or contact form in the footer below.
I look forward to connecting with you again soon.
Maili Wong, CFA, CFP, FEA
Senior Portfolio Manager