Smart Risk Magazine Spring 2018 | Page 5

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 We look forward to hearing from you. Sincerely, Maili Wong, CFA, CFP, FEA President & CEO, Author of Smart Risk