The Wong Group at Wellington-Altus

The Wong Group at Wellington-Altus Private Wealth is a Vancouver-based wealth management team specializing in discretionary investment management, comprehensive financial planning, retirement planning, estate planning, and wealth transfer strategies. Led by Maili Wong, CFA, CFP, FEA, our team helps high-net-worth individuals, families, and business owners build financial resiliency and pursue a Work-Optional Lifestyle through our evidence-based Smart Risk® approach to wealth management.