MAILI WONG is an investment advisor, portfolio manager and co-founder of The Wong Group at Wellington-Altus Private Wealth, an independent wealth management firm in Canada. Named "Top 40 Under Forty" by Business in Vancouver, Maili has been recognized as a wealth catalyst for her international clients over the past fifteen years. Maili worked in New York City on Wall Street for five years, overseeing billions of dollars of investments prior to moving back to Vancouver. Maili graduated from the University of British Columbia with a bachelor of commerce degree in finance with honors. She is a Chartered Financial Analyst(R) charterholder, CERTIFIED FINANCIAL PLANNER(R) practitioner, licensed life insurance advisor, and a FAMILY ENTERPRISE ADVISOR(TM) certificant specializing in helping affluent families transcend their wealth across generations. Maili lives in Vancouver, British Columbia, with her husband, Keith, and her two children, the greatest gifts and joys of her life.
Apr 28, 2016
Cover of Smart Risk

Smart Risk