Nicole Mai
Nicole Mai
Senior Investment Advisor
Your vision of success will be central to how we will work together
Phone
Office Location
As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Phone
Languages
English
Mandarin
Cantonese
Chan & Mai Wealth Management
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.
Learn more about us
[Traditional Chinese | Simplified Chinese]