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Larry Berman, Television Host, BNN-TV

By January 6, 2016February 19th, 2021Social Proof

“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.”

Everyone in the business lost a friend or colleague that day (9/11) in New York. I was no different. Thriving in adversity is a skill that every portfolio manager needs to survive the uncertainty and emotional rollercoaster investing leashes upon the unsuspecting. Maili’s on the ground experience during the worst financial crisis of our generation lifts her above the crowd.

Helping investors see opportunity in the fog of immediate uncertainty is Maili’s style that should stand the test of time. The knowledge that volatility is opportunity makes her able to navigate the uncertainty that most fear better than most can.

Maili’s learning and life experiences and positive work ethic, much like my own, gives her the resilience, skill, luck, and passion needed to take smart risks as she plans for her clients future.

Larry Berman
Business News Network (BNN-TV) Television Host of “Berman’s Call” and Co-Founder of ETF
Capital Management and The Independent Investor Institute

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.