Nicole Mai
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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.
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.
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English
Mandarin
Cantonese
Helping you achieve what truly matter to you and your family
Chan & Mai Wealth Management
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