{"id":4250,"date":"2024-05-24T16:29:49","date_gmt":"2024-05-24T16:29:49","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/?p=4250"},"modified":"2024-05-24T16:29:49","modified_gmt":"2024-05-24T16:29:49","slug":"the-globe-and-mail-diy-investors-financial-professionals","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/the-globe-and-mail-diy-investors-financial-professionals\/","title":{"rendered":"The Globe and Mail: Why DIY Investors are Turning to Financial Professionals as Retirement Approaches"},"content":{"rendered":"<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-4251\" src=\"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2024\/05\/diy-investors-globe-and-mail.jpg\" alt=\"Why DIY investors are turning to financial professionals as retirement approaches\" width=\"1200\" height=\"800\" srcset=\"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2024\/05\/diy-investors-globe-and-mail.jpg 1200w, https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2024\/05\/diy-investors-globe-and-mail-300x200.jpg 300w, https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2024\/05\/diy-investors-globe-and-mail-1024x683.jpg 1024w, https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2024\/05\/diy-investors-globe-and-mail-768x512.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p style=\"font-weight: 400\">Maili was featured in an interview with\u00a0<strong>The Globe and Mail<\/strong>, sharing her insights on why self-directed investors increasingly seek assistance from financial professionals<strong>&#8211;<\/strong>\u00a0article by Anna Sharratt, Special to The Globe and Mail.<\/p>\n<p style=\"font-weight: 400\"><a href=\"https:\/\/www.theglobeandmail.com\/investing\/globe-advisor\/advisor-practice\/article-why-diy-investors-are-turning-to-financial-professionals-as-retirement\/?login=true\">Read the whole article here<\/a>. Here&#8217;s a preview of what Maili had to say:<\/p>\n<p>&nbsp;<\/p>\n<blockquote>\n<p style=\"font-weight: 400\">Many clients need guidance on the best time to begin taking their Canada Pension Plan (CPP) benefits or tapping into their registered retirement savings plans. Some want to help their adult children buy property but worry they may drain their retirement savings. Others wonder whether their investments are too conservative to keep up with inflation, while some wonder if they\u2019re not conservative enough. And all of them want to ensure they\u2019re taxed as favourably as possible.<\/p>\n<p style=\"font-weight: 400\">\u201cThere are all of these events,\u201d Ms. Wong says. \u201cThis is now serious business.\u201d<\/p>\n<p style=\"font-weight: 400\">She says advisors need to take on a financial planning role for former DIY investors, determining clients\u2019 cash flow, their future lifestyle and whether they plan to transfer wealth to younger generations. At the same time, portfolios need to be assessed to determine if there\u2019s enough growth to ensure cash flow in the future.<\/p>\n<p style=\"font-weight: 400\">By plugging in several factors \u2013 such as tax rates, rates of return, longevity projections and cash flow demands \u2013 advisors can present the client with a variety of scenarios, Ms. Wong says. These scenarios \u2013 generated by advisors and their sophisticated financial planning software \u2013 can be very illuminating for clients, she says, as they can help them decide whether to change their investment risk tolerance, give money to loved ones and inform estate planning.<\/p>\n<p style=\"font-weight: 400\">\u201cThat equips the investor with a better-informed view of what is probable or likely so they can make an informed decision,\u201d she says.<\/p>\n<p style=\"font-weight: 400\">Investors should consider life insurance to pay off tax obligations when the second spouse dies. \u201cYou get a tax-free lump sum when the taxes are due,\u201d she says, which can help pay for taxes on second properties, capital gains, or when a registered retirement income fund is rolled over. That can prevent selling off assets when beneficiaries aren\u2019t prepared for a large tax bill.<\/p>\n<p style=\"font-weight: 400\">\u201cThat\u2019s where professional advisors can help DIYers see the different tools in the toolkit and see a big-picture approach,\u201d she says.<\/p>\n<p>&nbsp;<\/p><\/blockquote>\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>Maili was featured in an interview with\u00a0The Globe and Mail, sharing her insights on why self-directed investors increasingly seek assistance from financial professionals&#8211;\u00a0article by Anna Sharratt, Special to The Globe and Mail. Read the whole article here. Here&#8217;s a preview of what Maili had to say: &nbsp; Many clients need guidance on the best time [&hellip;]<\/p>\n","protected":false},"author":85,"featured_media":4251,"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-4250","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: Why DIY Investors are Turning to Financial Professionals as Retirement Approaches | The Wong Group<\/title>\n<meta name=\"description\" content=\"Maili was featured in an interview with The Globe and Mail, sharing her insights on why self-directed investors 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