Maili Wong CFA

Maili Wong is an author, a leading Canadian investment advisor and licensed portfolio manager whose fresh, modern approach to investing for her high-net-worth clients sets her apart from others in her field. Her first book Smart Risk shares per personal story of resilience as well as lessons learned and secrets gleaned in her 15 years of international investing experience.

Maili called New York City her home for five years, during which she helped manage over $5 billion in assets for Eton Park Capital, an award-winning investment firm spun-off from Goldman Sachs. Prior to that she specialized in derivatives and options at Merrill Lynch headquarters, also in New York City. Maili also worked in Toronto, Canada on the investment team for a global insurance company in 1999.

Maili graduated as “Most Outstanding Female Graduate” from the University of British Columbia with a bachelor degree of commerce in Finance with honours. While attending UBC, she was chosen to manage a multimillion-dollar endowment portfolio as a member of the

Portfolio Management Foundation and simultaneously served as an elected member of the University’s Board of Governors.

Maili is a Chartered Financial Analyst® charterholder, CERTIFIED FINANCIAL PLANNER® practitioner, licensed life insurance advisor, and a FAMILY ENTERPRISE ADVISORTM certificant specializing in helping affluent families transcend their wealth across generations.

Maili has been invited to participate in a number of high profile events including: keynote speaker for the Sauder School of Business, University of British Columbia (UBC), featured panelist with the Vancouver Board of Trade, and expert contributor to the CFA Institute’s Global Body of Knowledge in 2015.

Maili is known for her commitment to delivering complete confidence in her financial advice and client relationships. She and her team are proud to be recognized as being catalysts for building client wealth.