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Executive Summary The question of reducing debt or contributing to savings will continue to be debated for as long as people plan to retire in Canada. Of course opting for…
A NEW BREED OF ADVISOR Wealth Professional strives to recognize the best in the wealth management industry. At the heart of that industry are the financial advisors and advisory teams…
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…
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…
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…
“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…
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.…
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…
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.…
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
By Maili Wong, CFA, CFP, FEA and Author of "Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life" www.smartriskinvesting.com
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…
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.…
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…
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 –…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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'…
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 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…
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…
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…
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…
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…
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.…
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…
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…
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…
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
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…
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…
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…
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…
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…
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…
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…
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…
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…
