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Associate Portfolio ManagerSenior Investment Advisor
Working together to help you achieve what truly matters to you
5811 Cooney Road Suite 306 Richmond, BC V6X 3M1Map
Andrew Chan, BSc.
Associate Portfolio Manager & Senior Investment Advisor
Andrew brings over 20 years of wealth management experience to his role as Associate Portfolio Manager and Senior Investment Advisor. He has completed the Canadian Securities Course (CSC) and the Certificate in Retirement Strategy (CRS), and earned the Canadian Investment Manager (CIM) designation through Canadian Securities Institute. He is also a Life Insurance Advisor through TD Wealth Insurance Services.
The financial market has a wide variety of complex products that can be intimidating to the average investor. Andrew is articulate and keeps things simple for his clients. Andrew's passion beyond family and work are cycling, golfing and is an audiophile.
Chan & Mai Wealth Management
Andrew Chan is part of the Chan & Mai Wealth Management team. Check out the quarterly newsletter in the team website.
Toll Free: (866) 928-6561
Fax: (604) 482-5183
Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183
English, Cantonese, Mandarin
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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