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This holiday season is the first time in years that many Canadian families will gather in person and, for some, it could be a perfect opportunity to discuss important topics like estate planning. In this recent Globe and Mail article, Maili Wong hands out some advice.

Read the whole article here.

globe and mail article snap the wong group

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.