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Nicole Mai

Investment AdvisorCertified Retirement Specialist

  • LLQP
  • PFPc

"Your vision of success will be central to how we will work together"

Nicole Mai, BA
Investment Advisor, 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 meet clients’ divergent needs. In her spare time, she enjoys dancing, reading and travelling.

Nicole Mai is part of the Chan & Mai Wealth Management Team.

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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ADDITIONAL CONTACT

Toll Free: (866) 928-6561
Fax: (604) 482-5183
Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183

LANGUAGES

English, Mandarin, Cantonese

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    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.

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