Maili Wong
Maili Wong is a best-selling author, a Canadian investment advisor and licensed portfolio manager specializing in helping affluent families transcend their wealth across generations. Her first book Smart Risk shares her personal story of resilience as well as lessons learned and secrets gleaned in her 17 years of international investing experience. Maili was a featured TedX Talk speaker in 2016, and named one of “Canada’s Top 100 Most Powerful Women” by WXN in 2018, and one of B.C.’s Most Influential Women by BCBusiness in 2019.
What Should Your Advisor Do For You?
Do you think an investment advisor’s role is to predict the future? Well, think again. Investment advisors (IAs) don’t have a crystal ball. The...
Sailing into your “Work Optional” Life
“Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But...
Talkin’ About My Generation: How Family Affects Your Finances
Are you sandwiched between two generations: supporting your children and providing care for your parents? According to Statistics Canada, one in three Canadians between...