Chan & Mai Wealth Management
We are a team with 35 years combined experience in Wealth Management. We practice a life-stage approach, which begins with a thorough understanding of you and your family, and if necessary, 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 will change over time. As a result, your plan will be consistently monitored and reviewed to help ensure it is always up to date. Our mission is to discover and achieve what truly matters to you.
Our Investment Philosophy
Integrity, transparency and accountability are the cornerstone of our business. Our fundamental philosophy is to help you to achieve your goals through a consistent high level of advice. We always strive to balance risk and reward in order to help you to achieve your financial goals.
Andrew Chan, BSc., CIM
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), is a Life Insurance Advisor through TD Wealth Insurance Services, is a Certified Retirement Specialist (CRS) as well as earned the Canadian Investment Manager (CIM) designation through Canadian Securities Institute. 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 was born in Hong Kong and immigrated to Canada in 1984. Andrew resides in Richmond with his wife, Nicole. Andrew's passion beyond family and work are cycling, golfing and is an audiophile.
Nicole Mai, BA
Nicole graduated from Simon Fraser University with a Bachelor’s degree in Economics and began her finance career in 2003. She specializes on providing financial services to 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), is a Life Insurance Advisor through TD Wealth Insurance Services, has completed the Professional Financial Planning Course (PFPC), and is a certified retirement specialist (CRS). Nicole's career goal is building successful long term relationships with clients.
Nicole’s diverse background and experiences have prepared her well to provide exceptional service to help her meet clients’ needs. In her spare time, she enjoys dancing, reading and travelling.
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.