{"id":4686,"date":"2025-07-03T17:18:18","date_gmt":"2025-07-03T17:18:18","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/?p=4686"},"modified":"2025-07-03T17:52:01","modified_gmt":"2025-07-03T17:52:01","slug":"the-globe-and-mail-why-maili-wong-left-a-high-profile-job-on-wall-street-for-a-career-as-an-advisor","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/the-globe-and-mail-why-maili-wong-left-a-high-profile-job-on-wall-street-for-a-career-as-an-advisor\/","title":{"rendered":"Behind The Advice Podcast: Globe Advisor reporter Brenda Bouw speaks with Maili Wong"},"content":{"rendered":"

\"Podcast<\/p>\n

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.<\/p>\n

In this episode, Maili talks about her decision to leave her successful Wall Street career, the impact of AI on the wealth advisory industry\u2014both positive and negative\u2014and the qualities she looks for when hiring the next generation of financial advisors.<\/p>\n

To hear more of Maili\u2019s remarkable journey\u2014from Wall Street to wealth advisory leadership in Canada\u2014and her candid thoughts on AI, mentorship, and purpose-driven investing, listen to the full podcast episode here<\/a>. It\u2019s a conversation that\u2019s as insightful as it is inspiring.<\/p>\n

\"\"<\/a><\/p>\n

This podcast can also be found on Apple Podcasts<\/a>, Spotify<\/a>, and Amazon Music<\/a><\/p>\n

Maili can also be found on The Globe and Mail\u2019s Find an Advisor Directory<\/a>, a vetted platform that recognizes advisors with a client satisfaction rating of 80% or higher.<\/p>\n

\n

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<\/a> or email us at thewonggroup@wellington-altus.ca<\/a><\/em><\/p>\n

Sincerely,
\nMaili Wong, CFA, CFP, FEA
\nSenior Portfolio Manager & Senior Wealth Advisor
\nWellington-Altus Private Wealth Inc.
\nBoard Director
\nWellington-Altus Financial Inc.<\/p>\n","protected":false},"excerpt":{"rendered":"

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. 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