Nicole Mai

Nicole Mai
Nicole Mai

Senior Investment Advisor

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

Phone

Office

(604) 482-5145

Office Location

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

See Additional Office Locations

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. 



Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business.  As a Senior Investment Advisor, 
Nicole strives to help our clients preserve and grow wealth though tailored planning and investment solutions.  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

Branch Phone

(604) 482-5168

Branch Fax

(604) 482-5183

Languages

English

Mandarin

Cantonese

Helping you achieve what truly matter to you and your family

We believe in building long-lasting relationships that evolve as your needs change over time.  Whether your circumstances are straightforward or complex, we are dedicated to delivering tailored wealth management strategies that will help you achieve your goals - with a commitment to understanding both you and your family.

Chan & Mai Wealth Management

Team Photo

Andrew Chan | Nicole Mai

 


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.

The story of Andrew and Nicole

Chan & Mai Wealth Management

Traditional Chinese | Simplified Chinese

Chan & Mai Wealth Management