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]
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.
Retirement plan
Retirement Plan
Tax mitigation strategies
Tax mitigation strategies
Business succession advice
Business succession advice
Private banking solutions
Private banking solutions
Estate and trust services
Estate and trust services
Customized credit
Customized credit
Asset protection strategies
Asset protection strategies
Philanthropic planning
Philanthropic planning
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