WELLINGTON-ALTUS PRIVATE WEALTH - Key Persons
Angela Maguire brings more than 10 years of experience working with high value clients to The Wong Group, with previous experience as a luxury global travel manager, ensuring clients' international travel experiences consistently exceeded expectations.
Angela supports The Wong Group with coordinating client meetings and financial services to help clients enjoy a smooth and positive client experience. Angela was born and raised in Edmonton, Alberta and enjoys hiking, skiing, and taking full advantage of the beautiful Vancouver outdoors.
Job Titles:
- Senior Associate Investment Advisor, Associate Portfolio Manager
Cindy believes modern finance is based primarily on scientific reasoning guided by data and objective research, that it's not subjective and speculative. With that philosophy in mind, she devotes her efforts to finding the best resources to help her clients grow their wealth. Cindy uses her 14+ years of financial market experience to conduct investment research, and does trading and portfolio management for The Wong Group. She's fluent in Mandarin, Cantonese and English.
With more than two decades of experience in the financial industry, Elaine provides accurate and responsive client support and administration at The Wong Group. She embodies the team's Wealth Made Clear approach by designing simplified client on-boarding and clear reporting processes that give her clients confidence that their portfolios are on track to meet their long-term goals, regardless of market conditions.
Ask Kareen her philosophy on the financial services industry and she'll consistently tell you that integrity, honesty and clear communication with clients is how she's achieved success during her 10+ years in the market. She focuses on investments and helps her clients understand wealth matters in simple terms so they can focus on what matters most in their lives.
Lena brings over 30 years of financial industry experience in portfolio administration and client servicing to the team at The Wong Group. She spent the past five years specializing in retirement services at a major insurance company, and works hard to ensure that our clients feel supported as they live their work-optional life.
Maili Wong, named one of Canada's Most Powerful Women: Top 100 TM by WXN, takes an uncommon approach to wealth management. Unlike many whose work revolves around interest rates, investments and cash flow, Maili firmly believes that we tap into our highest power and achieve our greatest successes when we allow our emotional, intuitive energy to work synchronously with our scientific and logical mind.
Maili is an active leader in her community and believes in the importance mentorship for the next generation. She served a full term on the Real Estate Council of British Columbia, appointed by the Minister of Finance in 2016. She currently serves as a professional Board Member of the UBC Portfolio Management Foundation, and co-Chairs the annual "Up the Down Market" Gala raising funds for the Down Syndrome Research Foundation. Maili also created and funded the "Maili Wong Scholarship in Finance" which is awarded annually by UBC to a female undergraduate student in Finance, to receive both a bursary and mentorship.
Nick brings a strong, disciplined and analytical mindset from his elite-level sports background to the investment team at The Wong Group. He spent four years as a Western Hockey League netminder, where he participated in highlight events like the NHL training camp and the Canadian Hockey League top prospects game.
Prior to joining the Wong Group, Nick graduated with academic honours from the UBC Sauder School of Business (Finance specialization), was the 2-time recipient of the Trek Excellence Scholarship at UBC awarded to the top 5% of graduating undergraduate students, and has passed the CFA Level 2 exam. In his spare time Nick enjoys golfing, watching football and exercising.
Job Titles:
- Senior Investment Advisor
Terrence is one of very few people who truly understands wealth… how to get it, how to keep it and how to use it in a meaningful way. A resilient self-starter and eternal optimist, he uses his 50 years of investment experience to help his clients achieve a wealthy state of mind (and state of investments) regardless of market conditions. As Senior Investment Advisor with The Wong Group, Terrence offers sound advice and unique perspective on investing and being opportunistic in today's markets. He advises clients on investing, personal finance, economics and business, and is consistently ranked in the top echelon of Vancouver investment advisors.