Chan & Mai Wealth Management
Chan & Mai Wealth Management
Andrew Chan | Nicole Mai
Helping you achieve what truly matters to you and your family
Who We Are
With over 40 years of combined experience and a deep knowledge of the challenges that face our clients, we are well-positioned to provide clients with tailored, effective wealth management strategies.
We believe in building long-lasting relationships that evolve as your needs change over time. We work diligently to understand what matters most to you and your family, identify your financial objectives and lifestyle goals. We then develop an investment portfolio to help you reach those objectives while staying the course through all market cycles. Helping you make better decisions is at the core of our approach. Our team is committed to offering personalized service, with an emphasis on accessibility and open communication.
To assist with the development of a truly comprehensive wealth plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including tax planning, business succession, retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies. Whether your circumstances are straightforward or complex, we are dedicated to delivering tailored wealth management strategies that will help you achieve your goals.
We believe in building long-lasting relationships that evolve as your needs change over time. We work diligently to understand what matters most to you and your family, identify your financial objectives and lifestyle goals. We then develop an investment portfolio to help you reach those objectives while staying the course through all market cycles. Helping you make better decisions is at the core of our approach. Our team is committed to offering personalized service, with an emphasis on accessibility and open communication.
To assist with the development of a truly comprehensive wealth plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including tax planning, business succession, retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies. Whether your circumstances are straightforward or complex, we are dedicated to delivering tailored wealth management strategies that will help you achieve your goals.
Learn More About Us - in Chinese
Andrew Chan | Nicole Mai
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.
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.
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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