The Wong Group
Toll Free: +1 (888) 443-6643
Fax: (604) 267-7135
The Wong Group Approach to Wealth Management
Building Your Wealth with Expert Help
Meet Terry Wong and Maili Wong, the principals of The Wong Group which brings over 100 years of combined investment and financial planning experience helping clients achieve their financial goals. Our approach is highly customized and engaging backed by unique credentials and investment experience, and supported by the global resources of the CIBC World Markets.
Our commitment: Our mission is to deliver strong investment results and excellent service to our clients in line with their goals and financial vision. We emphasize accountability and an exceptional work ethic in everything we do. We recognize the different needs of every client and continually enhance our capabilities and expertise around fulfilling these needs. We offer custom-built, globally diversified portfolios to meet specific return expectations, cash flow requirements and risk tolerance for each client.
Our wealth management approach: Our approach to wealth management is based on a detailed understanding of high net worth clients' needs. The Wong Group is more than a conventional money manager or financial planning team: We do both and have over 100 years of combined experience helping our clients successfully manage their wealth towards achieving and sustaining a Work-Optional LifestyleTM.
Our unique edge and value proposition: We bring to our clients access to a global team of wealth management fiduciaries, with a focus on continually advancing our research and technology, enhancing our investment capabilities and adding to the value we provide to clients. We are constantly challenging the status quo. Over the years we have developed personal relationships with premier global investment professionals in New York, Toronto, and throughout Europe and Asia. This network of specialists enhances our distinct competitive edge in creating and building value for clients.
Portfolio Without Borders, Sustainable Strategies