Nicole Mai

Nicole Mai
Nicole Mai

Senior Investment Advisor

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

Contact me

Phone

Office

(604) 482-5145

Office Location

5811 Cooney Road Suite 306 Richmond, BC V6X 3M1. map

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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.

Phone

Toll Free

(866) 928-6561

Fax

(604) 482-5183

Branch Phone

(604) 482-5168

Branch Fax

(604) 482-5183

Languages

English

Mandarin

Cantonese

Chan & Mai Wealth Management

Team Photo
We are a team with over 40 years combined experience in Wealth Management. We practice a life-stage approach. It begins with a thorough understanding of you and your family, and if necessary, we 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 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.
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Learn more about us

Learn more about us

[Traditional Chinese | Simplified Chinese]