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

Wong, Maili

Hardcover

ISBN 10: 1599326027 ISBN 13: 9781599326023

Publisher: Advantage Media Group, 2016

Synopsis

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.

About this title

About the Author

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.

Edition details

• Publisher: Advantage Media Group
• Publication date: 2016
• Language: English
• ISBN 10: 1599326027
• ISBN 13: 9781599326023
• Binding: Hardcover
• Number of pages: 200