Press Releases

Maili Wong, Named One of B.C.’S Most Influential Women by BC Business Magazine

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Vancouver, BC – We are pleased to announce that Maili Wong, CFA, CFP, FEA, First Vice-President and Portfolio Manager, and Best-selling author of Smart Risk: Invest like the Wealthy to achieve a Work-Optional Life has been named one of B.C.’s Most Influential Women in Finance by BCBusiness magazine.

In the March 2019 issue of BCBusiness, the fifth annual B.C.’s Most Influential Women feature honours dozens of female leaders who work in finance.

“I am humbly honoured to receive this recognition from BCBusiness, and offer congratulations to all the other incredible women for their contributions as leaders in finance. Thank you to BCBusiness for this recognition as we continue to inspire generations to lead.” says Maili. 

To celebrate their achievements, BCBusiness is holding an inaugural networking and panel discussion event for women in business on March 7, 2019. For more information or media inquiries, please contact the Smart Risk Team at [email protected]


Maili Wong is Redefining Retirement with OPAL Discovery Centre Interview

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Redefining Retirement

Achieving and sustaining a work-optional retirement is possible. Maili was invited by Opal Element Lifestyle Retirement to share with their community on how to achieve and sustain a liberated, quality lifestyle, and have no worries about how long the money can last, or whether anything can be left to pass on to future generations. Read More

Featured Writer in Business in Vancouver: Maili Wong shares about building a work-optional life

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Maili Wong is the #1 Amazon Bestselling author of Smart Risk, and strives to help others obtain a work-optional life. Maili Wong recently had the honour of sharing her insights on how to achieve the ‘work-optional’ life on Business in Vancouver.

To achieve this “work-optional” life, start with understanding which stage of life you’re in, then focus on appropriate priorities when building wealth over the medium and long term. – Maili Wong

Read the full article on Business in Vancouver.

New International Book Release from Financial Expert Maili Wong debuts as Amazon Bestseller

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Start Your Journey to a Work-Optional Life Through Smart Risk Investing

Canadian financial expert’s new book outlines a path for thinking differently about risk, and embracing action to create lasting financial freedom debuts as Best Seller.

Vancouver, British Columbia – Knowing the difference between a good risk and a bad risk is vital in the world of investment and retirement planning. It takes a combination of art and science to create a process of decision-making that will increase the chance for reaching one’s financial goals. It’s that exact refined process that author and investment advisor Maili Wong shares in her new book Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life.

Smart Risk details how to overcome challenges to achieve lifelong financial goals using the “Five P’s” – Purpose, People, Plan, Perspective and Positive Action – the foundation of the “Smart Risk Investing Roadmap.” When followed closely, this roadmap and investment strategy will help today’s investors navigate the twists and turns in their lives, and overcome the obstacles, fears and emotions that may be holding them back.
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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