Stephen is the senior member of our team with more than 42 years of experience in financial industry. He graduated from University of Toronto in 1981 and began working his way up through Merrill Lynch and CIBC. BMO Nesbitt Burns invited Stephen and his team to join them in 2002. Stephen achieved managerial status by 2007 in the downtown King Branch. He has continued to gain substantial experience in finance and estate planning, obtained his Professional Planner Certification, Portfolio Manager Designation, and is also an Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
As a top producer in Nesbitt Burns, Stephen has been consistently named in the Chairman's Council - the most prestigious group for top advisors in Canada. He is also a Designated Investment Advisor for China and Taiwan Residents.
The majority of his clients have been with him for over 30 years. Stephen firmly believes in the importance of having a comprehensive investment plan and conducting regular portfolio reviews for clients. He has successfully helped them get through the transition from employment to retirement, assisting them in avoiding debts and longevity risk in the retirement age.
Stephen was formerly a member of finance committee at Havergal College; he is also a wine collector.
Reina has a background in the financial industry working as an Investment Advisor at both Manulife Securities Inc. and Edward Jones prior to joining the team. She graduated from University of Toronto with an Honors degree in Financial Economics. With the previous financial experience, Reina services a wide range of clients in English, Mandarian and Japanese. She is also pursuing her CERTIFIED FINANCIAL PLANNER® designation. Reina is an avid classical piano player with her teacher's certification, in addition to playing the flute and bass guitar.
Prior to joining the Miao team, Jeremy worked for multiple years at an industry leading investment management firm. He is a graduate of the Ivey Business School at Western University, holding both HBA and MBA degrees. He also holds his Chartered Investment Manager (CIM) designation and is a Chartered Financial Analyst (CFA) Charterholder. He takes pride in developing tailored solutions to help investors in their wealth accumulation phase navigate financial markets, maximize disposable income and save money for retirement.
Outside of the office, he is a thrill seeking, avid sports and fitness enthusiast who loves to play hockey, try new food and travel around the world.
Angela graduated from U of T in 1991 with an Honors degree in Commerce & Economics. Along with her 30 years of investment experience both in sales and financial planning, Angela achieved her Chartered Investment Manager's designation, Professional Financial Planner Certification and is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. She has also been a member of the Fellowship of the Canadian Securities Institute since 1997 and has her Branch Managers Course certification. Angela is the primary contact for our team’s Cantonese speaking clients.
Winnie emigrated to Canada from Hongkong, she is fluent in Cantonese, Mandarin and English. After graduated from University in England, she started her banking and finance career in Hongkong. In 1997, she joined The Miao Team until present. Her role is to provide customer service and adminstrative support, she handles all aspects of inquiries from our clients.