Andrew Chan

Andrew Chan
Andrew Chan

Associate Portfolio Manager

Senior Investment Advisor

Working together to help you achieve what truly matters to you

Phone

Office

(604) 482-5135

Office Location

5811 Cooney Road Suite 306 Richmond, BC V6X 3M1. map

See Additional Office Locations

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.

Phone

Toll Free

(866) 928-6561

Fax

(604) 482-5183

Branch Phone

(604) 482-5168

Branch Fax

(604) 482-5183

Languages

English

Cantonese

Mandarin

Chan & Mai Wealth Management

Team Photo
We are a team with over 40 years combined experience in Wealth Management. We practice a life-stage approach. It begins with a thorough understanding of you and your family, and if necessary, we bring in other TD specialists to complement our advice. We offer personalized investment advice, tax-efficient strategies, trust, retirement, business succession planning and estate planning strategies. Your personal situation changes over time, therefore the investment plan will be continuously monitored and reviewed to ensure it is always up to date. Our career goal is to build a long term successful relationship and to help you to achieve your vision of success.

Learn more about us

Chan & Mai Wealth Management

Learn more about us

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