FEATURED WINNER

Maili Wong, CFA, CFP®, FEA

“I had a picture of a house, and the house was Premiere Mortgage Centre”

Kerri Reed, Premiere Mortgage Centre

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Winner: The Equiton Award for Canadian Advisor of the Year

advisor.wellington-altus.ca/thewonggroup/

https://www.linkedin.com/in/mailiwong/

maili.wong@wellington-altus.ca

778.655.2410

18th Street, Unit A, Suite 857, Brandon, MB R7A 5B8

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Winner: The Equiton Award for Canadian Advisor of the Year

Maili Wong, CFA, CFP®, FEA

www.facebook.com/TheWongTeamWellingtonAltusPrivateWealth

@wong_group

1188 Whakue St, Rotorua Central, Rotorua

@transalta

Maili Wong leads The Wong Group at Wellington-Altus Private Wealth, as Senior Portfolio Manager and Senior Wealth Advisor for her team’s highly valued clients. Maili is widely recognized for her modern and holistic wealth management style as a portfolio manager and a trusted strategic advisor – helping clients navigate life’s volatility and empowering them to live the life they’ve always envisioned. She is dedicated to fostering financial resilience and a positive wealth mindset. Maili is New York-trained with Canadian roots, having launched her finance career on Wall Street over 20 years ago. She worked with top investment firms, specializing in investing and risk management, before returning home to Vancouver. Over the decades, she has built international relationships that enable her to deliver best-of-breed investment solutions, intelligent advice, and thought leadership to her clients. Maili is also a regular contributor to The Globe and Mail, where she shares insights on strategic wealth planning and financial leadership. To share her personal story of resilience, she authored Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life, which became an Amazon #1 bestseller. In the community, Maili serves as National Chair of the Up the Down Market fundraising gala for the Down Syndrome Resource Foundation, is the founder of the Maili Wong Scholarship in Finance at UBC, and sits on the board of the Asia Pacific Foundation of Canada.

The Lakes College Culinary Club (TLCCC) started with a team of 12 students and has now expanded to over 30 members, showcasing its continued success through participation in college events and even catering for local community organisations. This program not only imparts valuable culinary skills but also teaches the significance of community service, fosters practical abilities and cultivates a professional work ethic. Spanning ages 11 to 18, the Culinary Club challenges students to create elaborate six-course degustation dinners and manage large-scale catering for college gatherings. Chloe, a Year 7 student, praises the program for imparting essential life skills in an enjoyable way among friends. Likewise, Emily values the connections she forms despite the program’s demanding pace. Under the guidance of Chef Joel, TLCCC contributes to the college’s ethos and the students’ personal growth. The program’s commitment to local ingredients and culinary adventures is evident as it expands to include barista training and Responsible Service of Alcohol certification. The program seamlessly merges science, art and food technology, promoting discipline and shared responsibility. TLCCC embodies a commitment to service, community engagement and student leadership, cementing its unique character and contribution to The Lakes College.

@mldwealthmanagementgroup5617

The Wong Group at Wellington-Altus Private Wealth

@blackfishfinance

Centurion manages a diverse portfolio of multi-family apartment units, medical offices, and student housing beds across 46 cities in Canada and the United States. This includes 160 properties: 134 multi-residential apartments, 16 student communities, and 10 medical offices, totaling 22,314 rental units. Centurion aims to provide investors with alternative investment solutions focusing on capital protection, regular cash flow, risk-adjusted returns, low volatility, diversification, and tax efficiencies. They strive to be a leading, reputable multi-disciplinary asset manager, capitalizing on new investment opportunities, embracing change, and driving continual improvements. Their core values of respect, integrity, simplicity, and excellence drive their mission. Investment/Financing Solutions: REIT: The Centurion Apartment Real Estate Investment Trust (REIT) invests in a diversified portfolio of rental apartments and student housing properties, as well as mortgage and equity investments in property developments across Canada and the United States. The REIT focuses on areas with historically low vacancy rates, growing population demographics, addressing the growing need for housing and supporting the development of communities. CFiT: Centurion Financial Trust (CFiT) is an income and growth-oriented trust that invests in a diversified portfolio of debt investments, including mortgages, opportunistic real estate developments, and corporate debt. Mortgage: Centurion Asset Management Inc. is also a licensed mortgage broker (#12372) acting primarily on behalf of Centurion Apartment REIT. The team specializes in construction and term financing for multi-residential apartments, student housing, condominiums, and other traditional forms of real estate. They provide first and second mortgages, subordinate mezzanine, participating debt, and equity financing. Additionally, they fund development, bridge, and acquisition opportunities. Property Management: Centurion is a leading provider of quality multi-residential apartments and student communities in Canada and the United States. The goal has always been to provide residents and their families with clean, safe, and comfortable homes. The company enhances residents' living experiences by proactively attending to their needs and constantly seeking ways to elevate their rental experience. Corporate Responsibility: Centurion is committed to corporate social responsibility (CSR) and sustainable investing. The firm integrates environmental, social, and governance (ESG) considerations into its investment processes, ensuring that its investments contribute positively to society and the environment. Centurion supports various community initiatives and philanthropic efforts, reflecting its dedication to making a meaningful impact beyond financial markets. Leadership Team: The success of Centurion is driven by its experienced and visionary leadership team. The firm’s executives bring a wealth of knowledge and expertise from diverse backgrounds in finance, real estate, and investment management. Their collective experience and strategic insight guide the firm’s operations, driving growth and innovation. Client-Centric Approach: At Centurion, clients are at the heart of everything they do. The firm prioritizes building long-term relationships based on trust, transparency, and mutual respect. By understanding clients’ unique needs and objectives, Centurion delivers tailored solutions that help clients navigate complex financial landscapes and achieve their goals. Consistent Returns: Since inception, Centurion has offered investors positive annualized returns, making it a reliable choice for those seeking dependable investment opportunities.