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Mortgage or TSFA

Pay-Down Your Mortgage or Top-Up Your TFSA

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Pay-Down Your Mortgage or Top-Up Your TFSA   Executive Summary The question of reducing debt or contributing to savings will continue to be debated for as long as people plan…
WPCMaili Wong cover

Five Star Best Advisors in Western Canada – Maili Wong

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Five Star Best Advisors in Western Canada - Maili Wong   A NEW BREED OF ADVISOR Wealth Professional strives to recognize the best in the wealth management industry. At the…
Telus Talks with Maili Wong

TELUS Talks | How to take smart risks with your money: Maili Wong

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Financial worries are top of mind for many Canadians amidst the COVID19 crisis, and Maili Wong was invited by TELUS Talks to provide insights about financial health and money, amidst…
Wealth Professional Article featuring Maili Wong, CFA

Leading Portfolio Manager Maili Wong featured in Wealth Professional magazine

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Embracing volatility While some portfolio managers may fear volatile times, Maili Wong sees them as an opportunity to buy companies on sale and enhance quality   This issue of Wealth…

Talkin’ About My Generation: How Family Affects Your Finances

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Are you sandwiched between two generations: supporting your children and providing care for your parents? According to Statistics Canada, one in three Canadians between the ages of 45 and 64…

Sailing into your “Work Optional” Life

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“Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination…

What Should Your Advisor Do For You?

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Do you think an investment advisor’s role is to predict the future? Well, think again. Investment advisors (IAs) don’t have a crystal ball. The advisor’s job has changed a lot.…

Opinion: Looking at your kids’ inheritance — Rethinking wealth transfer

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Children expecting to fund their own retirement with an inheritance could be disappointed. Credit: Fotolia / PNG Do your children expect to inherit from the ‘Bank of Mom and Dad’? Recent…

The ‘work-optional’ life and the purpose for building wealth

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Many of us hope to reach the point where work is an optional activity. It’s a way of life where you no longer need to work to sustain your lifestyle.…

Smart Risk Magazine, Volume 2, 2 Articles: Navigating Towards Your Work-Optional Life”, “Living the Work-Optional Life: Real Conversations with Maili Wong

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See it here: https://joom.ag/0kiY By Maili Wong, CFA, CFP, FEA and Author of "Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life" www.smartriskinvesting.com

Smart Risk Magazine, Volume 1 (5 Articles: “Rethinking the Role of an Investment Advisor”, “The Sandwich Generation”, “The Reality of Wealth Transfer”, “Smart-Risk Investing”, “Build Wealth for Retirement to Enjoy a Work-Optional Life”

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By Maili Wong, CFA, CFP, FEA and Author of "Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life" www.smartriskinvesting.com

The Gold Standard Interview: Maili Wong

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Rita Silvan, editor-in-chief of Golden Girl Finance talks to Maili Wong, author of the bestselling book Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life. In 2018, Maili was named…

UBC Alumni Viewpoints Newsletter, Spring/Summer 2016

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The Spring/Summer 2016 of Viewpoints, the alumni magazine for Sauder School of Business at UBC. The UBC Sauder School of Business is one of the world’s leading academic business schools.…

The Province Newspaper Article: 9/11 affected life priorities of high-achieving money expert – by Wayne Moriarty

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Maili Wong of Wellington-Altus Private Wealth in Vancouver wants to help Canadians think about risk and how to invest their money.  (Arlen Redekop/PNG)   Wayne moriarty The province As the…

Women on the fast track – the really, really fast track – The Globe and Mail

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The 12 women taking part were winners of the Mercedes-Benz emerging leaders award. MERCEDES Here today, some of Canada’s most influential women – women who have fast-tracked their careers –…

Do You Need An Advisor Or An Advisory Team For Your Retirement?

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The new complexities of older age require retirement advisors to become leaders of longevity..   Most people would agree that the context of retirement has changed – but has retirement…

How 9/11 horror changed advisor’s life

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Portfolio manager, Maili Wong, reflects on surviving terrorist attack and how the kindness of a stranger inspired her approach to clients By James Burton Feb 11, 2020 When the first plane…

The Gold Standard Interview with Golden Girl Finance

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Rita Silvan, editor-in-chief of Golden Girl Finance talks to Maili Wong, author of the bestselling book Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life. In 2018, Maili was…

Introducing: Smart Risk Magazine – Winter 2018/2019 Edition

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I’m pleased to share with you the 2nd issue of “Smart Risk Magazine” - a lifestyle magazine about wealth matters. This magazine brings thought leadership articles from across Canada and…

My Unforgettable Navy Experience – Lessons Learned

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Written and as experienced by: Maili Wong I recently joined the Royal Canadian Navy as part of the Canadian Leaders at Sea (CLaS) program. I spent 4 days aboard a…

Wealth Matters Podcast: Re-Defining Retirement – Lifestyle and Housing Choices for a Work-Optional Life

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As a Vancouver-based Portfolio Manager, I often meet with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or…

Canada 150 Women: Conversations with Leaders, Champions and Luminaries

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In honour of Canada’s 150th birthday, I’m honoured to be one of the curators behind the new book launch of “Canada 150 Women: Conversations with Leaders, Champions and Luminaries”, written by the…

Wealth Matters Podcast: Innovations in Global Investing to Help You Achieve and Maintain a Work-Optional Life

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As a Vancouver-based Portfolio Manager, I often meet with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or…
YWCA Women of Distinction

YWCA Women of Distinction and Supporting Efforts to Prevent Violence Against Women

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Since it was founded in 1897, the YWCA Metro Vancouver has been a tireless advocate of women’s equality. The non-profit is dedicated to helping build better futures for women and…
Smart Risk Holiday Gift Packages!

Need a Gift for the Host at Your Next Holiday Event? We’ve Got Your Perfect Solution.

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Need a gift for the host at your next holiday event? We have the perfect solution! The Smart Risk team has a limited number of 'Smart Risk Holiday Gift Packages'…

What Will The US Elections Mean For The Markets and Investing?

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Political uncertainty fueled by the Donald Trump vs. Hillary Clinton headlines dominating the news can affect investor confidence levels and lead to greater volatility.  Is it all noise?  According to…

Chess vs. Rock, Paper, Scissors – Which Investment Game are you Playing?

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Chess is similar to investing in that it requires a person to make complicated decisions under conditions of uncertainty and time pressure. Growing up, my Dad taught me how to…

Do You Know The REAL Liquidity Story Behind Exchange Traded Funds (ETF’s)?

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One of the questions we often hear from investors is – “Are ETF’s liquid enough to buy even if there is no volume trading?”  Despite ETFs raising $100 Billion across…

Why You Need to Have Financial Perspective Like Byron Wien

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In my recently published #1 Bestselling book, “Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life,” I highlight the importance of bringing the right perspective to the financial…

How To Calculate and Plan For The REAL Cost of Your Children’s Education

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It’s was back to school season for Canadian families in September, and many clients are sending their children to university or college for the first-time. According to Statistics Canada, the…

Vancouver Mom Feature

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A work optional life really means enjoying the things you love the most. For me, that's time with my family. I was honoured to be asked by VancouverMom.ca to share…

The work-optional life, it’s possible.

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In this video, Smart Risk readers and supporters share how taking Smart Risk with Maili Wong, #1 Amazon Bestselling author of Smart Risk, helped them to have a work-optional life.…
Sandwich Generation

Sandwich Generation: Are you the Ham or the Cheese in the middle?

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According to Statistics Canada, one in three Canadians between the ages of 45 and 64 has children under the age of 25 living with them. Of these, about 27% also…

Private Nordstrom Launch Celebration

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On March 31st, we were pleased to partner with Nordstrom Pacific Centre in an exclusive private gathering that united two of my passions - Fashion and Finance. Tamara Taggart, news anchor…

The ‘5 P’s’ to a Times Square Book Launch

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This past weekend was the official international book launch of "Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life", and boy did it start with a bang! For…

The Smart Risk Investing Approach

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What is Smart Risk? With retirement around the corner, it’s natural to have lots of questions percolating in the back of your mind: Will I have enough income in retirement…

Recent Posts / View All Posts

Telus Talks with Maili Wong

TELUS Talks | How to take smart risks with your money: Maili Wong

| Articles, Maili Penned Articles (Thought leader), Podcasts, Videos | No Comments
Financial worries are top of mind for many Canadians amidst the COVID19 crisis, and Maili Wong was invited by TELUS Talks to provide insights about financial health and money, amidst…

Smart Risk Inspiration with Tamara Taggart and Maili Wong

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What is a Family Enterprise Advisor (FEA)?

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Smart Risk | Maili Wong | TEDxGastownWomen (2017)

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Maili’s Speech at the WXN 2019 Conference

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Wealth Matters Podcast with Maili Wong

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As a Vancouver-based Portfolio Manager, I often meet with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or…

Smart Risk Positive Action

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Smart Risk Perspective

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Smart Risk People

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Smart Risk Plan

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Smart Risk Purpose

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Smart Risk Inspiration

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Wealth Matters Podcast: Innovations in Global Investing to Help You Achieve and Maintain a Work-Optional Life

| Articles, Podcasts, Videos | No Comments
As a Vancouver-based Portfolio Manager, I often meet with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or…
Telus Talks with Maili Wong

TELUS Talks | How to take smart risks with your money: Maili Wong

| Articles, Maili Penned Articles (Thought leader), Podcasts, Videos | No Comments
Financial worries are top of mind for many Canadians amidst the COVID19 crisis, and Maili Wong was invited by TELUS Talks to provide insights about financial health and money, amidst…

TELUS Talks – How to take smart risks with your money

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How To Create A Work-Optional Life

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There has never been a more opportune time for women to build and manage their own wealth. It’s been estimated that two-thirds of the wealth in the United States will…

Wealth Matters Podcast with Maili Wong

| Podcasts, Videos | No Comments
As a Vancouver-based Portfolio Manager, I often meet with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or…

Flourish For Female Leaders Podcast: How to Create a Work-Optional Life

| News, Podcasts | No Comments
As a Vancouver-based Portfolio Manager, I often meet with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or…

Wealth Matters Podcast: Re-Defining Retirement – Lifestyle and Housing Choices for a Work-Optional Life

| Articles, Podcasts | No Comments
As a Vancouver-based Portfolio Manager, I often meet with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or…

Wealth Matters Podcast: Innovations in Global Investing to Help You Achieve and Maintain a Work-Optional Life

| Articles, Podcasts, Videos | No Comments
As a Vancouver-based Portfolio Manager, I often meet with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or…