Smart Risk

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.

Foreword Resilience: What Is Needed to Overcome Challenges to Building Wealth Today A Winning Strategy of Resilience The Biggest Mistakes Investors Make Debunking Common Myths about Money and Investing The Smart Risk Investing Roadmap to Achieving Financial Freedom Introducing the Smart Risk Investing Roadmap and the Five Ps Purpose: Defining Your Purpose for Wealth and the Work-Optional Life People: The Value of Your Circle of Trust, Especially Beyond Active Retirement Plan: Resilient Financial and Investment Strategies to Get You to Your Goal Perspective: What Everyone Can Learn from the Ultra-Wealthy Positive Action: Moving Forward with Momentum It’s Your Turn About the Author