Chan & Mai Wealth Management

                                                         Chan & Mai Wealth Management 

Our Services

We are a team with 35 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 help to ensure it is up to date. Our career goal is to build a long term successful relationship and to help you to achieve your vision of success:

• Building net worth

• Implementing tax-efficient strategies

• Protecting what matters

• Leaving a legacy

Our Investment Philosophy

Integrity, transparency and accountability are the cornerstone of our business. We believe a tactical balanced approach can help provide growth and income with lower overall volatility and risk. Our fundamental philosophy is to provide you first-class services and a professional advice. We strive to balance risk and reward to help achieve your financial goals.

 

Our Team

Andrew Chan, BSc., CIM
Vice President l Investment Advisor l Certified Retirement Specialist

Andrew brings over 20 years of wealth management experience to his role as Vice President and Investment Advisor.  He has completed the Canadian Securities Course (CSC), Certified Retirement Specialist (CRS), as well as 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
Vice President l Investment Advisor l Certified Retirement Specialist
 
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), Professional Financial Planning Course (PFPC), and is a Certified Retirement Specialist (CRS).  She is also a Life Insurance Advisor through TD Wealth Insurance Services.Nicole’s diverse background and experiences have equipped her well to help meet clients’ divergent needs. In her spare time, she enjoys dancing, reading and travelling.

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 is IIROC licensed with the completion  of the Canadian Securities Course (CSC) and the Conduct and Practice Handbook course (CPH).  She has joined our team in 2014.  She 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, she enjoys travelling, cooking, and shopping.