Stephen began his career with Merrill Lynch Canada in 1981. After 21 years of experiences with CIBC Wood Gundy, he and his team, accepted an invitation to join BMO Nesbitt Burns in 2002. The Miao Team has a combined experience of more than 100 years, offering to clients everything from investment services advice to estate planning and more.
Conservative Wealth Management which include:
Equity Investments (Stocks, Mutual funds)
Fixed Income (Bonds, Strip Coupons, Term Deposits, T-bills)
U.S Resident Accounts
English, Cantonese & Mandarin
To assist our clients in realizing their lifestyle goals through ethical, reliable and practical investment strategies. We aim to establish long-term relationships and help individuals organize and meet their lifestyle goals. The process begins with assisting our clients to establish realistic objectives and implement strategies on achieving those objectives. A complete financial investment plan is provided to our clients, giving our clients visualization on what their lifestyle is currently and where they see themselves in the future.
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.