Maili Wong is a best-selling author, a leading Canadian investment advisor and licensed portfolio manager whose fresh, modern approach to investing for her high-net-worth clients sets her apart from others in her field. Maili called New York City her home for five years, during which she helped manage over $5 billion in assets for a global investment fund. Prior to that she specialized in derivatives and options at Merrill Lynch headquarters, also in New York City. Maili also worked in Toronto, Canada on the investment team for a global insurance company in 1999.
Register for CIBC Wood Gundy’s “Wealth Matters – Re-defining Retirement Towards a Work-Optional Life”. Candy Ho speaking as expert panelist on behalf of Element.
Maili is a Chartered Financial Analyst® charterholder, CERTIFIED FINANCIAL PLANNER® practitioner, licensed life insurance advisor, and a FAMILY ENTERPRISE ADVISOR™ certificant specializing in helping affluent families transcend their wealth across generations.
Maili has been invited to participate in a number of high profile events including as a featured TedX Talk speaker in 2016, keynote speaker for the Sauder School of Business, University of British Columbia (UBC), a featured panelist with the Vancouver Board of Trade, and expert contributor to the CFA Institute’s Global Body of Knowledge in 2015, a featured “financial expert” in the media and one of the winners in “Top Forty Under 40” Awards in 2012 by Business in Vancouver. Maili was also appointed to the British Columbia Real Estate Council in October 2016.
Maili is known for her commitment to delivering complete confidence in her financial advice and client relationships. She and her team are proud to be recognized as being catalysts for building client wealth.