{"id":3652,"date":"2023-12-27T18:11:59","date_gmt":"2023-12-27T18:11:59","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/?p=3652"},"modified":"2024-01-04T14:30:38","modified_gmt":"2024-01-04T14:30:38","slug":"the-globe-and-mail-how-top-advisors-are-building-dream-teams-to-meet-client-needs","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/the-globe-and-mail-how-top-advisors-are-building-dream-teams-to-meet-client-needs\/","title":{"rendered":"The Globe and Mail: How Top Advisors are Building Dream Teams to Meet Client Needs"},"content":{"rendered":"<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-3660\" src=\"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2023\/12\/wonggroup-gmb-press-globeandmail-jan2024.jpg\" alt=\"\" width=\"1200\" height=\"900\" srcset=\"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2023\/12\/wonggroup-gmb-press-globeandmail-jan2024.jpg 1200w, https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2023\/12\/wonggroup-gmb-press-globeandmail-jan2024-300x225.jpg 300w, https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2023\/12\/wonggroup-gmb-press-globeandmail-jan2024-1024x768.jpg 1024w, https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2023\/12\/wonggroup-gmb-press-globeandmail-jan2024-768x576.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p style=\"font-weight: 400\">The Globe and Mail recently published an article featuring Maili\u2019s insights on\u00a0<strong>building a \u2018dream team\u2019<\/strong>\u00a0and how this benefits our clients here at The Wong Group.<\/p>\n<p style=\"font-weight: 400\">Click\u00a0<a href=\"https:\/\/www.theglobeandmail.com\/investing\/globe-advisor\/top-advisors\/article-how-top-advisors-are-building-dream-teams-to-meet-client-needs\/\" target=\"_blank\" rel=\"noopener\"><strong><u>here<\/u><\/strong><\/a> to read how she uses a holistic approach, as well as technology, to provide a high level of care for our clients. Here\u2019s a preview of what Maili had to say:<\/p>\n<p>&nbsp;<\/p>\n<blockquote>\n<p style=\"font-weight: 400\">\u201cIn the past, you could get away with being a generalist,\u201d says Maili Wong, senior wealth advisor and senior portfolio manager with The Wong Group at Wellington-Altus Private Wealth Inc. in Vancouver. \u201cBut less so today. The stakes are way higher.\u201d<\/p>\n<p style=\"font-weight: 400\">Enter the dream teams of today \u2013 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\u2019re addressing client needs holistically, whether that\u2019s by holding joint meetings or employing software that manages each client\u2019s suite of products.<\/p>\n<p style=\"font-weight: 400\">The model is decidedly like that of a family office \u2013 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 \u2013 and good for business.<\/p>\n<p style=\"font-weight: 400\">At Ms. Wong\u2019s office, having a wide breadth of expertise can prompt conversations with clients about topics beyond a review of their investment portfolios.<\/p>\n<p style=\"font-weight: 400\">\u201cEven if clients aren\u2019t 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,\u201d she says.<\/p>\n<p style=\"font-weight: 400\">Holistic-minded advisors have the capability to handle these types of topics as well as provide what she calls a high level of \u201ccare factor.\u201d<\/p>\n<\/blockquote>\n<p>&nbsp;<\/p>\n<p class=\"p1\"><i>If you have any questions about how this relates to you or your investment portfolio and financial plan, please give us a call at <\/i><a href=\"tel:7786552410\"><span class=\"s1\"><i>778 655 2410<\/i><\/span><\/a><i>\u00a0or email us at\u00a0<\/i><a href=\"mailto:thewonggroup@wellington-altus.ca\"><span class=\"s1\"><i>thewonggroup@<\/i><\/span><\/a><a href=\"http:\/\/wellington-altus.ca\/\"><span class=\"s1\"><i>wellington-altus.ca<\/i><\/span><\/a><\/p>\n<p class=\"p1\">Sincerely,<br \/>\n<b>Maili Wong<\/b>, CFA, CFP, FEA<br \/>\nSenior Portfolio Manager &amp; Senior Wealth Advisor<\/p>\n<p class=\"p1\">Wellington-Altus Private Wealth Inc.<\/p>\n<p class=\"p1\">Board Director<\/p>\n<p class=\"p1\">Wellington-Altus Financial Inc.<\/p>\n<p><strong><em>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 <\/em><\/strong><strong><em>author of \u2018Smart Risk.\u2019 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.<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Globe and Mail recently published an article featuring Maili\u2019s insights on\u00a0building a \u2018dream team\u2019\u00a0and how this benefits our clients here at The Wong Group. Click\u00a0here to read how she uses a holistic approach, as well as technology, to provide a high level of care for our clients. Here\u2019s a preview of what Maili had [&hellip;]<\/p>\n","protected":false},"author":168,"featured_media":3660,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","footnotes":""},"categories":[421],"tags":[491,67,486],"class_list":["post-3652","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-press","tag-globe-and-mail","tag-maili-wong","tag-press"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The Globe and Mail: How Top Advisors are Building Dream Teams to Meet Client Needs | The Wong Group<\/title>\n<meta name=\"description\" content=\"Our senior wealth advisor and senior portfolio manager, Maili Wong, once again contributed to a recent Globe and Mail article by addressing cognitive and emotional biases that can lead investors astray.\u00a0The Globe and Mail recently published an article featuring Maili\u2019s insights on\u00a0building a \u2018dream team\u2019\u00a0and how this benefits our clients here at The Wong Group.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/the-globe-and-mail-how-top-advisors-are-building-dream-teams-to-meet-client-needs\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Globe and Mail: How to Tackle the Various Investor Biases | The Wong Group\" \/>\n<meta property=\"og:description\" content=\"Our senior wealth advisor and senior portfolio manager, Maili Wong, once again contributed to a recent Globe and Mail article by addressing cognitive and emotional biases that can lead investors astray.\u00a0\" \/>\n<meta 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