Chan & Mai Wealth Management

Chan & Mai Wealth Management
Chan & Mai Wealth Management

Helping you achieve what truly matters 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.

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.

Learn more about us

[Traditional Chinese | Simplified Chinese]

The 4 Pillars of Wealth Management

[Traditional Chinese | Simplified Chinese]

Working Together

Our team works with a wide range of clients from business owners and executives to families with multi-generational needs.  No matter who you are, you can count on us to help you achieve what matters most to you.   

What We Offer

In collaboration with TD specialists, we offer personalized investment advice, tax-efficient strategies, trust, retirement planning, business succession planning and estate planning strategies.  
  • A retirement plan
  • Tax mitigation strategies
  • Business succession advice
  • Private banking solutions
  • Estate and trust services
  • Customized credit
  • Asset protection strategies
  • Philanthropic planning

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.

Quarterly Exchange: Summer 2023

In this issue of Quarterly Exchange, read about:

-Cottage-buying strategies you need to know
-The love is gone. Make sure the money stays.
-Bounce back from the retirement blues