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Smart Risk: Invest Like The Wealthy To Achieve A Work-Optional Life Hardcover – Mar 11 2016

5.0 out of 5 stars 8 customer reviews

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Product Details

  • Hardcover: 200 pages
  • Publisher: Advantage Media Group (March 11 2016)
  • Language: English
  • ISBN-10: 1599326027
  • ISBN-13: 978-1599326023
  • Product Dimensions: 15.7 x 2 x 23.4 cm
  • Shipping Weight: 431 g
  • Average Customer Review: 5.0 out of 5 stars 8 customer reviews
  • Amazon Bestsellers Rank: #81,603 in Books (See Top 100 in Books)
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Product Description

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.


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Top Customer Reviews

Format: Hardcover Verified Purchase
This book was fantastic to read. I never got bored and I learned so much! I have made underlines in almost every page for the new concepts that "lit up my brain" and made me excited. I am glad I read this before getting to "middle age" because I think it's going to benefit the rest of my life. I ended up buying two more copies of the book for people I care about. So far my mother who is in her late 50s is really enjoying the book also.
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Format: Hardcover
Maili Wong's Smart Risk is like a breath of fresh air. The book addresses common fears we all have, head on. In fact, I felt like the first part of the book was written with members of my family in mind, and has inspired action by not only myself but by some of those I care about most. The ‘5 P’s’ of Smart Risk Investing Roadmap she presents in the book – Purpose, People, Plan, Perspective, Positive Action - enables investors to take the steps necessary towards creating a plan to achieve what she coins a "work-optional life"...and let's face it, isn't that what we all want?

Her use of analogies and real client stories is great, it puts her roadmap in action which helps to you envision real possible outcomes. At the end of each chapter she then poses a number of questions that make you think back, relate the content to your personal situation and then put her words into action for yourself.

I enjoyed Smart Risk and felt that it's a great personable read, beginning with her own story of resilience which began in New York in September 2001 when the World Trade towers were struck. Maili Wong clearly has the breadth of knowledge and experience and uses it to help others achieve their financial goals. I highly recommend it and her website [...] !Smart Risk: Invest Like The Wealthy To Achieve A Work-Optional Life
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Format: Hardcover Verified Purchase
My husband and I are in our early thirties and are relatively new to the world of investing. Both working in fields other than finance, we have always found the business of investing quite intimidating. Smart Risk however, managed to demystify and educate us on this (dry) topic in a way that was neither pretentious nor boring. Rather, we found the book's take on financial planning to be highly insightful. Additionally, we found the author's personal experiences with clients refreshing and representative of the experiences of those in the middle class. The chapters of most interest to us were chapter 4 and 7, where the book offers newbies like my husband and me, a roadmap and pointers on creating our own financial plan.
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Format: Kindle Edition
I have been an investor for a pretty long time, but never understand quite well how to balance risk and return, and how to make daily investment decision with confidence, there are always lots of media headlines telling me market is this, market is that, I don't know who to trust this time and who to trust next time, I am always afraid of losing money and want to make more, and I want to retire earlier. This book let me see a new world of arranging my financial life in a smart way by taking smart risk investment decisions, the author has done a great job using her vivid story telling skill to show me a smart way to achieve the life I always dream of, to live a confident life with work optional lifestyle, no need to worry about outliving my money, and there are always a circle of people I can trust and depend on, it is not as complicated as I thought and I will give it a try.
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