CONTENTS
LETTER FROM THE LEADER OF THE SMART RISK REVOLUTION
Inside
5 YOU’RE INVITED TO THE WORK-OPTIONAL
6
LIFE
NAVIGATING TOWARDS YOUR WORK-
OPTIONAL LIFE
9 GRIT WILL TAKE YOU FARTHER THAN
TALENT
10 ENJOY YOUR NEXT VACATION WITHOUT
GOING BROKE: 3
Stress Free Tips
12 YOUR BRAIN ON STRESS
14 UNMISTAKABLE HABITS OF IRRESISTIBLE
PEOPLE
16
LIVING THE SERVICE MANTRA FOR
CUSTOMERS AND COMMUNITY
20 YOU DON'T NEED MOTIVATION
TO START ON YOUR PATH TO SUCCESS
22 THE SCIENCE OF GREAT CONVERSATION
24 3-MINUTE ENTERPRENEURSHIP LESSON
25 FAMILY ENTERPRISES: BUILDING BLOCKS
FOR SUCCESS
26
28
LIVING THE WORK-OPTIONAL LIFE:
Real Conversations with Maili Wong
Q&A Column to Help
You Answer Your Financial Wellness Questions
ASK MAILI:
30 CORPORATE INVESTMENT STRATEGIES
You’re Invited to The
Work-Optional Life
Welcome to the second issue of Smart Risk Magazine—a lifestyle magazine about
Wealth Matters. In this issue, 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, at CIBC Wood Gundy,
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 health and wellness tips like
overcoming the “human energy crisis” by learning how to manage stress, or how
“grit will take you farther than talent”, how to become “irresistible”, and how to
change an unhealthy mind-set into a perspective that can ultimately create a happy
and purposeful life.
In November 2018, I was honoured to be named one of Canada’s Most Powerful
Women: Top 100 TM . When I’m asked what does “powerful” mean to me, my
response is “powerful” means “impactful”. I hope by curating high-quality
financial educational content through avenues like this Smart Risk Magazine, I
can inspire more women and men to turn challenges into a source of strength and
find in their vulnerability the courage to achieve a deeply rooted state of financial
security. And ultimately, by relieving us from financial limitations, we are free to
create exponential positive impact!
I invite you to continue the conversation with me, and I welcome you to ask any
questions, share your feedback with us, or join the Smart Risk community by
emailing me at [email protected]. We look forward to hearing from
you.
Warmly,
www.smartriskinvesting.com
Maili Wong, CFA, CFP, FEA
www.smartriskinvesting.com
Best-selling Author of Smart Risk: Invest Like the Wealthy to Achieve A Work-
Optional Life (available at www.Amazon.ca)