FEATURED WINNER
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advisor.wellington-altus.ca/thewonggroup/
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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/TheWongTeam WellingtonAltusPrivateWealth
@wong_group
@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.
@mldwealthmanagementgroup5617
The Wong Group at Wellington-Altus Private Wealth
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