Inner Circle

Create your own Inner Circle Experience with Maili Wong

Invite Maili to host a conversation about Smart Risk for the people you care about.

“I meet people everyday who are challenged by the emotional fog of investing. Even if they have saved for retirement, they invest too conservatively or struggle with understanding how to create enough steady cash flow to sustain their lifestyle well beyond retirement. It doesn’t have to be this way.” – Maili Wong, Author of Smart Risk

Step into an intimate conversation about Smart Risk.


Imagine sparking a dialogue about Smart Risk for your next Mastermind, investor friends, or even with friends + family.

The Smart Risk Inner Circle™ experience is designed to activate a conversation about a healthy and different way to think about risk. Your group will leave feeling empowered to confidently apply the Smart Risk Investing Roadmap. 

A dialogue, hosted by Maili, about taking Smart Risks that helps the people you care about begin a journey towards greater financial success and lasting financial freedom.

The top 3 most requested Smart Risk Inner Circle™ topics are:

  1. Smarter Not Harder: How to Make Money Work for you
  2. Can Money Buy you Happiness?
  3. 5 Smart Money Moves to achieving a Work-Optional Life

Now, more than ever before, it’s time to think differently about risk.

What people are saying about Smart Risk Inner Circles

Personally, I was so pleased that my closest friends and next generation were able to participate in the Smart Risk Inner Circle with Maili Wong. As a wife, mother and grandmother, when I look back over the years, I find that the time just flew by and when I was younger I never had the opportunity to think about a “Smart Risk Investing Roadmap“. We are a very lucky group to have had the opportunity to hear Maili’s perspective on investing, learn about the Investing Roadmap, and ask questions in a safe and relaxed environment. Thank you again for taking the time to have lunch with all of us.

Linda S., Retiree

Your host Maili Wong, Financial Advisor & Author of Smart Risk

Maili Wong, named one of Canada’s Most Powerful Women: Top 100 ™ by WXN started her financial career on Wall Street in New York City where she managed over $5 billion in assets for a global investment fund. During her 5 years in New York, she worked at Merrill Lynch where she specialized in equities, derivatives and options and obtained her Chartered Financial Analyst (CFA) designation, the gold standard in global portfolio management. 

It’s no surprise that Maili’s perspective on wealth management is recognized in the media, including a cover story for MoneySense magazine, and stories in Forbes Magazine, The Globe and Mail, and BC Business Magazine to name but a few. 

She is also the author of Amazon #1 Bestselling book, Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life. A book that was inspired from 17 years of navigating through the ups and downs of the market and in life, beginning with a smart risk she took on 9/11 in New York City that saved her life.  

Maili lives in Vancouver, Canada, with her husband, Keith and two children.

Get in touch with us

Please send us a message to inquire about setting up your own Smart Risk Inner Circle.