Great article sharing our perspective on a “best practices” approach to building growth in the wealth management industry.
Our focus at The Wong Group at Wellington-Altus Private Wealth is to provide lasting positive impact for our clients by helping them build resilience so they feel financially strong and safe, even during turbulent times. Our aim is to continue growing, but in a way that honours quality over quantity. We continue to focus on achieving results and being proactive to stay two steps ahead.
Thank you Wealth Professional Canada Magazine for publishing this article that showcases the fundamental pillars of our practice.
Article link: https://www.wealthprofessional.ca/news/industry-news/how-top-advisor-grew-her-practice-by-43-in-2021/367611