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Professor Rob Heinkel PMF Alumni Professor of Finance

By January 7, 2015April 22nd, 2021Social Proof

“It is my pleasure to offer my thoughts on this book’s author, Ms. Maili Wong, a wonderful lady I have known since her second year at UBC in 1999, when she joined the UBC Portfolio Management Foundation (PMF), which I supervise. I came to know her quite well over her last 2 years at UBC and I have seen her often since then. The PMF’s basic principles are integrity, respect for the individual, teamwork, client focus and community involvement. I strongly believe that Ms. Wong epitomizes the highest standards of those 5 principles. Ms. Wong has maintained the highest degree of integrity and, especially, concern for her clients. I’m sure that as you read Ms. Wong’s narrative, you will see many examples of Ms. Wong’s beliefs and views reflecting the highest standards of the PMF principles. Her readers, and her clients, are very fortunate to be associated with this fine young woman.”

Professor Rob Heinkel,
PMF Alumni Professor of Finance
Sauder School of Business, University of British Columbia

Smart Risk

About Smart Risk

Investing is risky, and successful investors know what it means to take “smart risks.” In Smart Risk, leading wealth catalyst and portfolio manager Maili Wong shares her techniques through the power of storytelling, to help Canadians build an investment strategy and roadmap leading to a Work-Optional Life – having the freedom to live the lifestyle you choose, regardless of market conditions. Visit to learn more.