The Wong Group at Wellington-Altus Private Wealth

05/28/2026

The is just around the corner, and we’re thrilled to unite our advisors from coast to coast for an experience. Get ready for a week of fun, insights and connections, with a few surprises along the way. We can’t wait to see you there!

05/21/2026

https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-are-hedge-funds-worth-their-fees/

Maili Wong shares her perspective on the role and value of hedge funds in today’s investment landscape in this latest The Globe and Mail article, highlighting how investors should evaluate these strategies beyond just fees.

As she notes, “The value can come from being a non-correlated asset to the rest of your portfolio, so providing risk management and diversification.” She also underscores the importance of looking beyond headline fees, adding, “The all-in cost can be quite high because expenses are uncapped and can be charged regardless of performance.”

Read the full article to learn more about how to assess hedge funds and their role in a well-diversified investment strategy.

The challenge for advisors is determining whether the fee structure aligns with the value being delivered

05/20/2026

The playbook is simple, and it’s already in motion–run hot, grow faster than the debt. James Thorne states the world is changing at a rate we’ve never seen before, emphasizing the importance of distinguishing between significant market signals and the surrounding noise. What does this mean for investors? Find out in his June coming soon.

Read more of his market commentary: https://ow.ly/WIPx50Z2lmM

05/19/2026

Celebrating a special milestone with The Wong Group aboard the Quantum of the Seas 🚢

We feel so lucky to have had the chance to come together with our team to enjoy such a memorable and fun experience. Moments like this are a reminder of how fortunate we are to work with a team that is not only dedicated, but genuinely supportive of one another. There is real value in having fun together and building a strong team culture.

We are incredibly grateful for how far we have come and even more excited for what’s ahead. As we continue to grow and reach new milestones, it allows us to strengthen what we do for our clients and continue delivering the thoughtful guidance and care they rely on.

A heartfelt thank you to Maili Wong for making this incredible experience possible. Your leadership and thoughtfulness in bringing everyone together like this is truly appreciated. A very special trip with an even better team 💙

05/11/2026

People living with disabilities can face extra financial pressures in their day to day lives. Here's how disabled Canadians can navigate tax season, including credits, deductions, and programs that can help offset the higher costs of living.

How Canadians with disabilities can navigate tax season, including credits, deductions, and programs that can help offset higher costs of living.

05/08/2026

This weekend, we celebrate the moms and mother figures who invest their time and wisdom into our lives. Wishing everyone a happy !

05/04/2026

The intergenerational wealth transfer landscape is shifting as fewer Canadians are expecting to inherit wealth. Experts share four new learnings based on estate planning data and three actions advisors can take to support their clients.

Advisors play an important facilitator role with clients and their families

04/29/2026

Please join us in watching Maili's latest video update this month, where we break down what’s been driving markets over the past month and what we're watching as we navigate 2026.

In this video update, we discuss how markets have responded to recent geopolitical developments and the resulting impact on energy prices, reinforcing why volatility has become a recurring feature of today’s environment. While headlines can drive short term market movements, markets often reprice quickly as new information is absorbed.

We also highlight the importance of underlying fundamentals, including resilient corporate earnings and balance sheets, which continue to support long term market outcomes. This is why we remain focused on disciplined, globally diversified portfolios designed to navigate periods of uncertainty.

Please click the button below to watch our eight minute video update for more detailed insights

04/29/2026

Yesterday, the 2026 Spring Economic Update was released, providing updated fiscal projections rather than major policy shifts. Our team breaks down the key highlights and their impact: https://ow.ly/ff8i50YRMIg

04/28/2026

For many Canadians, a tax refund is like receiving a bonus. Here's how to make the most of your 2026 tax refund with smart strategies to pay down debt, build savings, and avoid mistakes.

Make the most of your 2026 tax refund with smart strategies to pay down debt and build savings, so every dollar works harder for your financial future.