This advisor wanted to be a neurosurgeon before her father suggested a career in finance

📆 2023-10-05 09:51:00
📰 globeandmail

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Maili Wong of Wellington-Altus Private Wealth talks about being able to buy her first condo with cash and the hard lesson learned after losing money on a junior mining stock

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In this new series, Behind the Advice, we ask advisors about their relationship with money from a young age, lessons learned over the years, and how their experiences shape the advice they give clients today. Maili Wong, senior wealth advisor and senior portfolio manager with The Wong Group at Wellington-Altus Private Wealth Inc. in Vancouver, shares her personal experiences.When I was six years old, my dad started giving me an allowance of $1 a week. I was so excited to earn money and remember offering to do anything I could as a chore including dishes, laundry and watering the plants. I put the money in a children’s bank account, and each transaction was recorded in a paper banking booklet.

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Money Matters with Baun and Pate Investment Group at Wellington-Altus Private WealthWatch Money Matters with Baun and Pate Investment Group at Wellington-Altus Private Wealth Video Online, on GlobalNews.ca
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