“As Canadians we are blessed to live in a wealthy society; one important benefit of which is that we can all expect to live longer than any generations before us. With that blessing comes a challenge though. How do we ensure our financial well-being through a significantly extended period of retirement? This is one of the key challenges I work on every day and Ms Wong provides a thoughtful and comprehensive perspective.”
Through her relatively straightforward Smart Risk Investment Roadmap, she guides us to an outcome that reflects our personal needs and goals. She addresses the emotional issues we all bring to our financial and investment planning and provides an objective and comprehensive framework for achieving the financial well- being that we all need to match our physical well-being.
Through personal anecdotes, stories from clients and the use of clear and direct language, Ms Wong has produced a work that is valuable to all of us. Whether you are an advisor, an individual investor or just someone trying to figure out how to navigate our evolving world, you will find this a very helpful resource.
CEO of iShares Canada