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Chan & Mai Wealth Management

Committed to understanding your needs and helping you achieve your vision of success

Helping you achieve what truly matters to you and your family
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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.

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About Us – Chan and Mai Wealth Management

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.


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.


Nicole Mai, BA
Senior Investment Advisor 
 
Nicole began her finance career in 2003. She specializes in holistic wealth planning services to high net worth private investors, business owners, and charitable organizations. She is experienced in various insurance and trust planning strategies. Nicole has completed the Canadian Securities Course (CSC), the Professional Financial Planning Course (PFPC), and the Certificate in Retirement Strategy (CRS). She is also a Life Insurance Advisor through TD Wealth Insurance Services. Nicole’s diverse background and experiences have equipped her well to meet clients’ divergent needs. In her spare time, she enjoys dancing, reading and travelling.


Teresa Hui, CFA
Client Relationship Associate

Teresa joined our team as Client Relationship Associate in 2020. She is actively involved in our team's business building and client relationship management. Having worked in both Canada and Hong Kong, Teresa brings with her 20 years of experience in private wealth management servicing high net worth individuals and their families. Fluent in Cantonese and Mandarin, Teresa is committed to working closely together with clients to help achieve their wealth planning and investment goals. Teresa earned her Chartered Financial Analyst designation in 2006 and holds a Bachelor of Commerce degree in Finance from the University of British Columbia. Outside of the office, Teresa enjoys music, good food, and spending time with family and friends.


Betty Wong, BA
Client Service Associate

Betty graduated from the University of British Columbia with a Bachelor's degree in Economics and has been in the industry for more than 10 years.   She has completed the Canadian Securities Course (CSC) and the Conduct and Practice Handbook (CPH) course.  She joined our team in 2014 and oversees our client documentation process, transfers, and client reports preparation.  She strives to provide the highest degree of professionalism to our valued clients.  In her leisure time, Betty enjoys travelling, cooking, and shopping.
 
Chan & Mai Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.     

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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.   

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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.  
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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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Our Value to You

We will work closely with you to help ensure you remain on track with your goals.  Having a dedicated relationship allows you to have an Investment Advisor monitoring your progress and adjusting to life events as they happen.

When we work with you, you can expect the following from us:
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Investment Solutions

We will work with you to develop your personalized investment strategy.  We can provide you with access to a broad range of investment solutions to help meet your specific needs.


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*Allocation shown for illustrative purposes only



Focus on Client Experience

Legendary Experience Index (LEI) is the metric TD Wealth uses to measure how clients feel about their experience and how we are doing when it comes to delivering exceptional client experiences.  We strive to exceed our clients' expectations and get a '10 out of 10' rating in the survey.

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Publication

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ADDITIONAL CONTACT

Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183

 

Meet The Team

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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