The Wong Group at Wellington-Altus Private Wealth

The Wong Group at Wellington-Altus Private Wealth We do financial planning differently. At The Wong Group, our team is uniquely positioned to manage y

“America has gone down the rabbit hole.” In his September  , James Thorne argues that today’s “Red Queen economy" demand...
09/02/2026

“America has gone down the rabbit hole.” In his September , James Thorne argues that today’s “Red Queen economy" demands companies, governments, and investors keep up with debt-heavy, tech-intensive markets. https://ow.ly/XfXL50ZIjrZ

Maili Wong joined BNN Bloomberg Live to discuss Nvidia's latest earnings results, the continued growth of artificial int...
08/28/2026

Maili Wong joined BNN Bloomberg Live to discuss Nvidia's latest earnings results, the continued growth of artificial intelligence, and what recent Canadian bank earnings may signal for investors.

To watch all of Maili's BNN features, please visit our Press page on our website. https://advisor.wellington-altus.ca/thewonggroup/press/

What happens when one partner crosses the retirement finish line before the other? Here's how to manage taxes, RRSPs and...
08/28/2026

What happens when one partner crosses the retirement finish line before the other? Here's how to manage taxes, RRSPs and household finances when one spouse retires while the other is still working in Canada. https://ow.ly/AJwE50ZGA84

Understanding the OAS clawback is essential for Canadian retirees, as it affects how much of the Old Age Security benefi...
08/25/2026

Understanding the OAS clawback is essential for Canadian retirees, as it affects how much of the Old Age Security benefit is retained based on income levels. Here's how it works, 2026 thresholds, and strategies to reduce your recovery tax. https://ow.ly/p7IU50ZFfPN

Emotions, expectations, and estate plans can all face hard reckonings when it comes time to discuss a family vacation pr...
08/21/2026

Emotions, expectations, and estate plans can all face hard reckonings when it comes time to discuss a family vacation property. Experts weigh in on how advisors can untangle the family cottage conundrum.

Emotions, expectations, and estate plans can all face hard reckonings when the family vacation property comes to the fore

A wonderful team lunch celebrating some special milestones at The Wong Group!This summer, both Angela and Morgan celebra...
08/20/2026

A wonderful team lunch celebrating some special milestones at The Wong Group!

This summer, both Angela and Morgan celebrated their weddings, and we took the opportunity to recognize these exciting milestones with the team. We were also excited to officially welcome our newest team member, Katya, to The Wong Group family.

As summer begins to wind down, we’re making the most of these final weeks while looking ahead to a busy and exciting fall. We’re also looking forward to sharing details on two special client events currently in the works, so stay tuned!

Wishing everyone a fantastic end to the summer season.

08/20/2026

In a new world economic order, James Thorne reveals why traditional investing beliefs are being challenged, stating, “This time, it is different.” Learn more in his September , coming soon.

Discover more commentary from James Thorne: https://ow.ly/BVXO50ZC35g

Are you looking for more tax freedom? From lower federal tax rates to new tax credits and homebuyer incentives, here are...
08/18/2026

Are you looking for more tax freedom? From lower federal tax rates to new tax credits and homebuyer incentives, here are the key tax changes in 2026 that Canadians should know about. https://ow.ly/U2Ch50ZAXqw

Back-to-school shopping is shaping up to be another expensive season for Canadian families, with households expected to ...
08/17/2026

Back-to-school shopping is shaping up to be another expensive season for Canadian families, with households expected to spend between $600 and $750 per child. Here's how to keep costs down. https://ow.ly/C0QW50ZAGOJ

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#100/1450 Creekside Drive
Vancouver, BC
V6J5B3

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