Andrew Chan, Investment Advisor,Richmond, BC

Phone

Office

Office Location

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

Andrew brings over 20 years of wealth management experience to his role as Associate Portfolio Manager and Senior Investment Advisor. He understands the unique needs of High-Net-Worth individuals and families.

Andrew is committed to building a relationship with trust and confidence and can provide our clients with access to specialists across TD. 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 investors. Andrew is articulate and keeps things simple for his clients. Andrew's passion beyond family and work are cycling, golfing and he is an audiophile.

Phone

Toll Free

(866) 928-6561

Branch Phone

(604) 482-5168

Branch Fax

(604) 482-5183

Languages

English

Cantonese

Mandarin

Helping you achieve what truly matter to you and your family

We believe in building long-lasting relationships that evolve as your needs change over time. Whether your circumstances are straightforward or complex, we are dedicated to delivering tailored wealth management strategies that will help you achieve your goals - with a commitment to understanding both you and your family.

Chan & Mai Wealth Management

Andrew and Nicole 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.

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