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“When you face
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Maili Wong

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How to Bring up Estate Planning with Family this Holiday Season the wong group

The Globe and Mail: How to Bring Up Estate Planning with Family this Holiday Season

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This holiday season is the first time in years that many Canadian families will gather in person and, for some, it could be a perfect opportunity to discuss important topics…
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Wealth Professional Canada: Maili Wong named a 5-Star Leading Woman in Wealth in 2022

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We're thrilled to report that our very own Maili Wong has been named one of Wealth Professional Magazine's 5-Star Leading Women in Wealth in 2022. Congratulations Maili! See all the…
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The Globe and Mail: Volatile markets got you down? Steps to take if you’re retiring soon

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Retirees-to-be are finding themselves in a tricky spot due to recent market volatility. But what can they do? In this recent Globe and Mail article, Maili Wong hands out some…
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The Globe and Mail: Seeing Ethnic Representation Helps Minorities Continue in the Business

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Today, Maili continues her streak of being quoted in The Globe and Mail.  This article by Deanne Gage delves into the issue of diversity in the financial advice industry. Read…
The Globe and Mail: How Top Advisors Are Managing Clients’ Emotions in Volatile Times

The Globe and Mail: How Top Advisors Are Managing Clients’ Emotions in Volatile Times

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We're happy to report that Maili Wong was recently interviewed for a Globe and Mail article. The piece focuses on how top Canadian financial advisors are helping to manage the…
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Is it time to reconsider your investing approach?

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Is it time to reconsider your investing approach? Here are some strategies for a market downturn   It’s been a tough year for most investors, with major stock indexes falling…
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How these top advisors are having an impact on their communities

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How these top advisors are having an impact on their communities:   Click here to read the full article.  
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How to share values and wealth with grandchildren effectively

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Many grandparents are looking with alarm at the high costs of education and homes, the impact of high interest rates and inflation, the disappearance of defined-benefit pension plans, and recognize…
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How top advisor grew her practice by 43% in 2021

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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…
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Wealth Professional Awards winners revealed!

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After the return of our glitzy in-person gala, find out who went home with the top prizes More than 500 members of the Canadian wealth industry gathered last night to…
Sandwich Generation

The Globe and Mail: How to manage sandwich generation pressures that intensified during the pandemic

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The Globe and Mail: How to manage sandwich generation pressures that intensified during the pandemic   Many in the sandwich generation, balancing care for young children and aging parents, saw…
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The Globe and Mail: Even in this day and age, it’s hard to beat investing advice based on experience and acumen

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The Globe and Mail: Even in this day and age, it’s hard to beat investing advice based on experience and acumen     Click here to read the full article.…
Maili Wong The Globe and Mail Webinar

The Globe and Mail Webinar: How top wealth advisors are succeeding in a changed economy

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The Globe and Mail Webinar: How top wealth advisors are succeeding in a changed economy   Click here to read the full article.    
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The Globe and Mail: Maili Wong’s Perspective

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The Globe and Mail: The Globe and Mail: How the ‘feminine approach’ is reshaping the wealth management industry – Maili Wong’s Perspective     Click here to read the full…
Maili Wong One of Canadas Top Wealth Adv

Meet Maili Wong, One of Canada’s Top Wealth Advisors featured in The Globe and Mail

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Meet Maili Wong: One of Canada’s Top Wealth Advisors featured in The Globe and Mail   Click here to read the full article.  
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Investment Executive – Maili Wong on Growth Mindset

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Investment Executive: Achieving Independence, Objective Advice, Adopting Technology – Maili Wong on Growth Mindset Click here to read the full article.  

Maili Wong, Financial Advisor

Maili Wong, Financial Advisor & Author of Smart Risk, CFA, CFP, FEA

Maili Wong, named one of Canada’ s Most Powerful Women: Top 100TM by WXN started her financial career on Wall Street in New York City where she managed over $5 billion in assets for a global investment fund. During her 5 years in New York, she worked at Merrill Lynch where she specialized in equities, derivatives and opt ions and obtained her Chartered Financial Analyst (CFA) designation, the gold standard in global portfolio management.

With 20 years of international investment experience and impact, it’s no surprise that Maili’s perspective on wealth management is recognized in the media, including a cover story for MoneySense magazine, and stories in Forbes Magazine, The Globe and Mail, and BC Business Magazine to name but a few.

She is also the author of Amazon #1 Bestselling book, Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life. A book that was inspired from 17 years of navigating through the ups and downs of the market and in life, beginning with a smart risk she took on 9/11 in New York City that saved her life. Maili lives in Vancouver, Canada, with her husband, Keith and two children.

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