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Nicole Mai

Senior Investment Advisor

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

Nicole Mai, BA
Senior Investment Advisor 

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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.

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

Planner Meet Doer

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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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

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While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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