Monthly Archives

January 2016

Candy Ho, Vice President, Element Lifestyle Retirement Inc.

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Smart Risk is the greatest investment one could make in personal growth and needs to be in the hands of all families. It is a captivating, inspiring and emotionally moving read from front to back cover. Maili Wong generously shares her remarkable life story from the moment she was conceived. Her nature, upbringing, giftedness, and the opportunities she created for herself, have all culminated to position her to leave a meaningful and lasting legacy. She is rooted in strong values for hard work, family, and a purposeful life.”

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John DeHart, Co-Founder, Nurse Next Door

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“Knowing my purpose is to create systemic change in our society, I’ve been honored to launch several start-ups into world-class companies. Maili Wong’s Smart Risk captures the essence of what it means to think differently, then act differently, in order to blaze a path toward achieving one’s financial vision of success. Bravo, Maili!”

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Francesco Lombardo, Managing Director, Veritage Family Office

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“Maili has written a treasure of a book, filled with practical advice on how to live a Smart Risk life. By sharing her personal story of resilience as a survivor of 9/11 while in New York on that fateful day, Maili empowers the reader to find their courage and desire to pursue their dreams. Smart Risk is the future of advising. A MUST read for clients and their advisors alike. Mail shares the model of the future.”

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Trevor Bruno, President, Intrawest Resort

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Smart Risk is a must read for any investor, whether you are starting to build your nest egg or closing in on retirement. Maili’s easy to follow approach to investment acknowledges the challenges faced by today’s investor and lays out the strategy to mitigate those risks and meet their long term goals. The book uses real life examples from her clients to let the reader know that the right strategy can get any investor to their desired goal and provides insight into proven investment strategies that Maili developed working amongst the best and the brightest investors on Wall Street.”

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Duncan L Sinclair, Vice Chair, DELOITTE Canada

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Smart Risk is a smart choice for people who want to take an enlightened view to managing their wealth and the opportunities to enjoy a purposeful life. Maili Wong’s book provides a wealth of insight, shared experience and heart-warming stories of people who have transcended the complex world of finance and developed a meaningful path to managing their money rather than being managed by it. Written in an easy conversational yet informative style Smart Risk is well worth the time and energy of anyone wanting to change their lives for the better.”

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Wendy Sage-Hayward, The Family Business Consulting Group

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“Smart Risk breaks down what is often the daunting task of financial and investment planning into a clear and easy to understand model. Maili offers a compelling Roadmap that will help her readers to accomplish their life goals with a sense of financial security and purpose. This book is practical, easy to read and sprinkled with heartwarming stories and lessons from Maili’s personal life. If you look forward to a work-optional life, this is your playbook!”

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James Pelmore, Director Private Client Group, Scotia Capital Inc.

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“If you want to understand what is possible when professional advice is collaborative, intelligent, accountable and sincere, read this book and your expectations of financial advice will gain a new dimension. Maili Wong is the quintessential financial professional, a trusted confidant who combines sophisticated, proven investment strategies for portfolio management with her strong personal commitment to help her clients achieve their life long ambitions and needs.”

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