Roadmap

Invest like the wealthy to achieve a Work-Optional Life.

Smart Risk is a wealth mindset.

It’s a new way of thinking about risk that builds resilience to help you make better decisions to achieve your financial goals and purpose.

Where are you at in your journey to being a Smart Risk Investor?

Take the Smart Risk Quiz

The 5 P’s Of Smart Risk Investing

The Smart Risk Investing Roadmap is designed to help investors see past the emotional fog of investing. The Roadmap presents 5 guideposts to help you move past obstacles to long-term financial success.

The 5 P’s drive your wealth mindset. 

When you take the quiz, we’ll give you an assessment of where you’re at today.

Purpose

What is the “big why” behind your financial goals?

People

Who is in your “circle of trust” to support you to achieve your financial goals?

Plan

How protected is your investment strategy from volatility?

Perspective

How fear-based is your wealth mindset?

Positive Action

How aligned are your financial decisions?

What type of investor are you?

Take the Smart Risk Quiz

Invest in yourself. Start your journey to a Work-Optional Life.

ORDER THE BOOK NOW

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What people are saying about Smart Risk

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Smart Risk will challenge the fundamentals of your financial decision-making process. A Must read for all investors!

Victor G. Dodig, President & CEO, CIBC
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How do we ensure our financial well being through a significantly extended period of retirement? Whether you are an advisor, an individual investor or just someone trying to figure out how to navigate our evolving world, you will find Smart Risk a very helpful resource.

Warren Collier, CEO, iShares Canada
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Maili Wong’s Smart Risk captures the essence of what it means to think differently, then act differently, in order to blaze a path toward achieving one’s financial vision of success. Bravo, Maili!

John DeHart, Co-Founder of Nurse Next Door
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Maili Wong’s Smart Risk is the smart choice for any person or family attempting to look over the horizon at their financial future. She presents a roadmap, like a seasoned Commander issuing a pre-battle order, yet the book is personal and filled with warm stories and clear, concise, practical applications.

Art Gorman, Financial Advisor at Wells Fargo Advisors in New York City
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Maili Wong has taken a topic that is increasingly complex and created a smart, thorough and effective framework to deal with the aspirations and challenges Canadian investors face daily. Timely and driven by her passion for life – a powerful combination!

Barry Gordon, President & CEO of First Asset
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Maili Wong brings one of best perspectives in managing wealth for individuals, with deep experiences which have shaped her overall process. Smart Risk has a clear and direct message on what really matter for all Canadians in managing their money and meeting their long term goals.

Som Seif, President & CEO Purpose Investments Inc.