Smart Risk: Invest Like The Wealthy To Achieve A Work-Optional Life

Start Your Journey to A Work-Optional Life

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 to help you 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.

MAILI WONG is an investment advisor, portfolio manager and co-founder of The Wong Group at Wellington-Altus Private Wealth, an independent wealth management firm in Canada. Named “Top 40 Under Forty” by Business in Vancouver, Maili has been recognized as a wealth catalyst for her international clients over the past fifteen years. Maili worked in New York City on Wall Street for five years, overseeing billions of dollars of investments prior to moving back to Vancouver. Maili graduated from the University of British Columbia with a bachelor of commerce degree in finance with honors. She is a Chartered Financial Analyst® charterholder, CERTIFIED FINANCIAL PLANNER® practitioner, licensed life insurance advisor, and a FAMILY ENTERPRISE ADVISOR™ certificant specializing in helping affluent families transcend their wealth across generations. Maili lives in Vancouver, British Columbia, with her husband, Keith, and her two children, the greatest gifts and joys of her life.