About

About Stephen Miao's Team

Stephen began his career with Merrill Lynch Canada in 1981. He accepted an invitation to join BMO Nesbitt Burns in 2002 and today, he has accumulated 44 years of industry experience. The Miao Team shares collective experience of over 100 years, offering clients everything ranging from investment advisory services to estate planning and more. 

 

Our Specialties

     Conservative Wealth Management which includes:

  • Equity Investments (Stocks, Mutual funds, ETFs)
  • Fixed Income (Bonds, Strip Coupons, Term Deposits, T-bills)
  • Managed Accounts
  • Premium Banking Services
  • Tax and Retirement Planning
  • Trust and Estate Planning 
  • Insurance Services

   

  Language Spoken:

  •   English, Cantonese & Mandarin

 

Our Philosophy

To assist our clients in realizing their lifetime financial goals through ethical, reliable and practical investment strategies. We aim to establish long-term relationships and help individuals and institutions plan and meet their objectives. The process begins with assisting our clients to establish realistic objectives and then implementing simple but effective strategies on achieving them. A comprehensive financial plan is offered to our clients, providing in-depth insights into both their current and future wealth picture. 

  

 

 

About Nesbitt Burns

 

BMO Nesbitt Burns is one of North America's leading full-service investment firms. It has been committed to helping clients meet their investment objectives and goals since 1912. Today, BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to wealth management, including our award winning equity research. As part of BMO Financial Group, BMO Nesbitt Burns also provides clients with access to one of the broadest selections of wealth management solutions and services available today.