CONTENTS
LETTER FROM THE LEADER OF THE SMART RISK REVOLUTION
Inside
5 LETTER FROM THE LEADER OF THE
SMART RISK REVOLUTION
6 RETHINKING THE ROLE OF AN
INVESTMENT ADVISOR
8
FEATURE
Ask Maili
9 HOW TO BE HAPPY
10 CAREER MENTORS
12 THE BATTLE OF THE HOME ASSISTANTS
14 THE FUTURE OF GIVING
16
SURVIVING THE UNIMAGINABLE
A Story on Amanda Lindhout
20 A CHILD'S MONEY PERSONALITY
22 TRAVEL TIPS
25 THE SANDWICH GENERATION
26
FEATURE
The Reality of Wealth Transfer
28 SMART-RISK INVESTING
30 THE WORK-OPTIONAL LIFE
Your Work-Optional
Life is possible...
Welcome to the first issue of Smart Risk Magazine - A Lifestyle Magazine About
Wealth Matters. Our goal is to inspire you to think differently about risk, then act
differently, and ultimately empower you to create lasting financial freedom – and
achieve what we call the Work-Optional Life.
For more than 17 years, I’ve had the opportunity to work in New York, Toronto
and Vancouver earning valuable knowledge and experience, leading clients and
their families to financial strength and security. I know that today, more than ever,
Canadians have questions about how to financially create and maintain the life they’ve
always wanted. We hope that the thought leadership and articles included in this
magazine help you answer some of these questions and provide you with direction.
As a leading Portfolio Manager, Certified Financial Planner (CFP), and investment and
life insurance advisor operating locally in Vancouver, BC, I offer this publication as
just one of the ways we support our local community and deliver value to you.
This magazine is not just about money. You’ll read inspirational stories about resilience
from people who took smart risks to overcome challenges, recover from setbacks or
even survive life-threatening danger, and ultimately create a happy and purposeful life.
In particular, check out our feature story on page 16 about Canadian journalist Amanda
Lindhout and her experience surviving torture and captivity in Somalia. Her powerful
story moved me to tears when I met her and learned how she had the courage to be
emotionally resilient. I share this story with you because I believe that by learning to
be emotionally resilient, we can become more financially r esilient to withstand the
ups and downs of the markets, and lead to long-term wealth creation and financial
freedom.
I invite you to contact me directly at [email protected]. I also welcome
you to join the Smart Risk community by visiting our website
www.smartriskinvesting.com. We look forward to hearing from you.
Sincerely,
www.smartriskinvesting.com
Maili Wong, CFA, CFP, FEA
President & CEO, Author of Smart Risk
www.smartriskinvesting.com