Maili Wong
CFA, CFP
BC, CANADAMaili Wong is a leading portfolio manager and a principal of The Wong Group at CIBC Wood Gundy, a top-ranked wealth management team in Canada. Named "Top 40 Under Forty" by Business in Vancouver, Maili is proud to be recognized as a wealth catalyst for her international clients over the past fifteen years. Maili is also the author of, Smart Risk: Invest like the wealthy to achieve a work-optional life.
Maili graduated from the University of British Columbia with a bachelor of commerce degree in finance with honors. She is a Chartered Financial Analyst® charterholder, CERTIFIED FINANCIAL PLANNER® practitioner, licensed life insurance advisor, and a FAMILY ENTERPRISE ADVISORTM 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, Jaayda and Maxwell, the greatest gifts and joys of her life.
Maili Wong is a leading portfolio manager and a principal of The Wong Group at CIBC Wood Gundy, a top-ranked wealth management team in Canada. Named "Top 40 Under Forty" by Business in Vancouver, Maili is proud to be recognized as a wealth catalyst for her international clients over the past fifteen years. Maili is also the author of, Smart Risk: Invest like the wealthy to achieve a work-optional life.
Maili graduated from the University of British Columbia with a bachelor of commerce degree in finance with honors. She is a Chartered Financial Analyst® charterholder, CERTIFIED FINANCIAL PLANNER® practitioner, licensed life insurance advisor, and a FAMILY ENTERPRISE ADVISORTM 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, Jaayda and Maxwell, the greatest gifts and joys of her life.
