Stephen Miao, PFP, CIM

Senior Investment Advisor, Senior Portfolio Manager

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.


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 a total of 42 years of industry experience. The Miao Team has a combined experience of over 100 years, offering clients everything ranging from investment services advice to estate planning and more. 


Our Specialties

     Conservative Wealth Management which include:

  • Equity Investments (Stocks, Mutual funds)

  • Fixed Income (Bonds, Strip Coupons, Term Deposits, T-bills)

  • Managed Accounts

  • U.S Resident Accounts 

  • Retirement Products

  • Estate Planning 

  • Insurance Services

     Language Spoken:

  •   English, Cantonese & Mandarin


Our Philosophy

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.