Monthly Archives

February 2016

Leading Investors to a Work-Optional Life

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Vancouver, BC — Maili Wong is First Vice-President, Investment Advisor and Portfolio Manager with a major Canadian bank-owned wealth management firm whose fresh, modern approach to investing for her high net-worth clients sets her apart from others in her field. Her first book Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life “is a must read for all investors,” says Victor G. Dodig, President and CEO of CIBC.

Smart Risk shares Maili’s personal story of resilience as well as lessons learned and secrets gleaned from her 15 years of international investing experience. The book will be available for purchase on Amazon March 11, 2016, and is available for pre-order now.

Learn more about the author and book at and:

  • Receive the FREE 5-part Smart Risk email series
  • Take the Smart Risk Quiz to find out how Smart Risk ready you really are
  • See what some others are already saying about the book
  • Read Maili’s first blog post on the Smart Risk Investing Approach
  • Follow Maili Wong on social media and join the conversation at #smartriskrevolution on Twitter

The Smart Risk Investing Approach

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What is Smart Risk?

With retirement around the corner, it’s natural to have lots of questions percolating in the back of your mind:

  • Will I have enough income in retirement to live the lifestyle I’m used to?
  • Will I outlive my savings and retirement investments?
  • Should I downsize or should I stay in my current home?

Today’s volatile markets have everyone talking…talking about choices, talking about risk. The low level of interest rates makes it tougher to live off of guaranteed investments, especially when the cost of living seems to keep increasing. According to Statistics Canada, Canadian households are spending an ever-increasing percentage of their total household income on health care. Between 1998 and 2009, out-of-pocket expenditures on health care services and products increased by 2.9% annually1, which is more than what one can earn on a 5 year guaranteed investment certificate (GIC)2. Yet, the volatile markets have people feeling frustrated and confused about how to invest in stocks and bonds or real estate, in order to create a sustainable income in retirement.
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