Category

Social Proof

Warren Collier, CEO, iShares Canada

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“As Canadians we are blessed to live in a wealthy society; one important benefit of which is that we can all expect to live longer than any generations before us. With that blessing comes a challenge though. How do we ensure our financial well-being through a significantly extended period of retirement? This is one of the key challenges I work on every day and Ms Wong provides a thoughtful and comprehensive perspective.”

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Ben Cheng, President and Chief Investment Officer, Aston Hill Asset Management

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“Many Canadians struggle to understand the true goals of what they are trying to accomplish with their investment portfolio. With the help of Maili’s book Smart Risk, and more advisors like her, I think this will be a positive first step in understanding and achieving these goals. I also firmly believe that some of the best investment lessons are ones that come from real life experiences. Using those “life lessons” has been a tremendous benefit to Maili’s clients and something that will benefit all investors.”

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Larry Berman, Television Host, BNN-TV

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“Being able to overcome the emotional attachment to our money decisions is an important life skill that Maili understands and masters. Self-awareness of ones strengths and weaknesses in all aspects of life are great skills to work towards. Maili will help you with your plan so you can live the work- optional life.”

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