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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.
Smart Risk Investing balances art and science in a financial decision-making process�that continuously stacks the odds in your favor―to increase your chance of successfully�reaching your financial purpose and goals. It often involves adjusting your mind-set�and recognizing internal biases that may be holding you back from achieving long-term�financial success.
You don't have to be ultra-wealthy to apply their secrets to achieving retirement sooner�and enjoying a work-optional life. To overcome challenges faced amidst today's volatile�markets and changing investment environment, SMART RISK outlines a path for�you to think differently about risk, then act differently, to ultimately create financial�empowerment and lasting financial freedom...one investment at a time.
- Sales Rank: #1209401 in Books
- Published on: 2016-03-11
- Original language: English
- Number of items: 1
- Dimensions: 9.20" h x .80" w x 6.20" l, .0 pounds
- Binding: Hardcover
- 200 pages
Review
"Smart Risk will challenge the fundamentals of your financial decision-making process. A must read for all investors!" - Victor G. Dodig, President & CEO, CIBC
"Maili is a seasoned Financial Services pro who has displayed the positive qualities of a leader from the outset of her career. She is one of the best of her generation. 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. In Smart Risk, Maili openly and clearly explains the part personality and bias play in investment planning and then walks you through establishing a fluid goals based process. Any good financial advisor must possess the knowledge, decisiveness and dependability for this special role as teacher, mentor and coach. Her proposed guideposts for action; Purpose, People, Plan, Perspective and Positive Action offer a balancing handrail to step into the financial future of your choice. Smart Risk is a must read. It is the right book for anyone seeking a financial compass and possessing doubts about which way to turn for advice." - Art Gorman - Financial Advisor at Wells Fargo Advisors in New York City and former Chief Operating Officer for Municipal Markets / Public Finance at Bank of America / Merrill Lynch in New York
"You have achieved a great measure of success yet you've remembered the stepping-stones along the way including your grandfather, father and the rungs of the ladder you have climbed. You are inspiring" - Joseph Segal, President, Kingswood Capital Corporation
About the Author
Maili Wong is an investment advisor, portfolio manager and co-founder of The Wong Group at CIBC Wood Gundy, a leading 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.
Most helpful customer reviews
0 of 0 people found the following review helpful.
An interesting read and useful guide that reminds us of all the things one ...
By Wendy Faird
An interesting read and useful guide that reminds us of all the things one needs to put in place to manage one's finances.
1 of 2 people found the following review helpful.
What I loved most was the Roadmap that applies to life decisions ...
By Amazon Customer
What I loved most was the Roadmap that applies to life decisions as well as financial decisions. The author shares valuable insights from credible experience with top investors that I hope to one day become.
1 of 2 people found the following review helpful.
Invest the $10 elsewhere. This book is full of ...
By Elizabeth Hammond
Invest the $10 elsewhere. This book is full of somewhat interesting anecdote but there's not a lot of substance here that can't be found in many other places for free.
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