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Wealth Made Clear

Where you can trust your best interests are being heard and addressed.

“When you face
your fears you
learn to take
Smart Risks.”

Maili Wong

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Smart Risk Investing in the Press

Estate Planning

How these top advisors are having an impact on their communities

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How these top advisors are having an impact on their communities:   Click here to read the full article.  
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The Globe and Mail: Even in this day and age, it’s hard to beat investing advice based on experience and acumen

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The Globe and Mail: Even in this day and age, it’s hard to beat investing advice based on experience and acumen     Click here to read the full article.…
Maili Wong The Globe and Mail Webinar Panel

The Globe and Mail Webinar: How top wealth advisors are succeeding in a changed economy

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The Globe and Mail Webinar: How top wealth advisors are succeeding in a changed economy   Click here to read the full article.    
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The Globe and Mail: Maili Wong’s Perspective

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The Globe and Mail: The Globe and Mail: How the ‘feminine approach’ is reshaping the wealth management industry – Maili Wong’s Perspective     Click here to read the full…
Maili Wong One of Canadas Top Wealth Advisor

Meet Maili Wong, One of Canada’s Top Wealth Advisors featured in The Globe and Mail

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Meet Maili Wong: One of Canada’s Top Wealth Advisors featured in The Globe and Mail   Click here to read the full article.  
Stagnant service model or growth mindset

Investment Executive – Maili Wong on Growth Mindset

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Investment Executive: Achieving Independence, Objective Advice, Adopting Technology – Maili Wong on Growth Mindset Click here to read the full article.  

 

 

Maili Wong, Financial Advisor

Maili Wong, Financial Advisor & Author of Smart Risk, CFA, CFP, FEA

Maili Wong, named one of Canada’ s Most Powerful Women: Top 100TM 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 opt ions and obtained her Chartered Financial Analyst (CFA) designation, the gold standard in global portfolio management.

With 20 years of international investment experience and impact, 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.

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