Maili Wong
Senior Portfolio Manager, Senior Wealth Advisor & Board Member at Wellington-altus Private Wealth @The Wong Group At Wellington-Altus Private Wealth
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WORK HISTORY
Senior Portfolio Manager, Senior Wealth Advisor & Board Member at Wellington-altus Private Wealth @The Wong Group At Wellington-Altus Private Wealth
CA
EDUCATION
The University of British Columbia
BComm, Finance Degree with Honors
SKILLS
ABOUT MAILI WONG
With a solid foundation in portfolio management and wealth advisory, my role at Wellington-Altus Private Wealth focuses on guiding high net worth individuals towards a Work-Optional Life. Leveraging certifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Family Enterprise Advisor (FEA), I bring a sophisticated understanding of financial planning and investment strategies to the table.Our team at Wellington-Altus Private Wealth excels in constructing resilient portfolios that withstand market volatility, aiming to empower clients with financial clarity and confidence. By integrating Smart Risk principles into wealth management, we facilitate our clients\' journey to financial independence, enabling them to devote time to their legacies without the stress of financial constraints.
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