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Senior Investment Advisor
Your vision of success will be central to how we will work together
5811 Cooney Road Suite 306 Richmond, BC V6X 3M1Map
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), 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.
Chan & Mai Wealth Management
Nicole Mai is part of the Chan & Mai Wealth Management team. Check out the quarterly newsletter in the team website.
Toll Free: (866) 928-6561
Fax: (604) 482-5183
Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183
English, Mandarin, Cantonese
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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