Jeremy Miao
Investment Advisor @Bmo Nesbitt Burns
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WORK HISTORY
Investment Advisor @Bmo Nesbitt Burns
Toronto, ON, CA
EDUCATION
Upper Canada College
High School
Western University
Bachelor of Management and Organizational Studies (BMOS)
Ivey Business School at Western University
Bachelor of Arts, Honors Business Administration (HBA)
Ivey Business School at Western University
Master of Business Administration - MBA
ABOUT JEREMY MIAO
Having worked at a leading investment management firm for multiple years and partnering with financial advisors to service their clients, I understand the pitfalls of investing and risks associated with poor advice. I act as a trusted confidant and advisor to provide peace of mind to your financial situation and make sense of your investments: I help young professionals and business owners who are in their wealth accumulation phase navigate financial markets, maximize their disposable income, and retire early. As a millennial myself, I can relate to the challenges in the early stages of your investment journey: I work on a leading advisory team with collective experience of over 100 years serving clients and helping them consistently exceed their financial goals. I have completed both an HBA and MBA at the Ivey Business School and I am a CFA Charterholder. I take pride in helping investors through tailored investment solutions, financial planning tools, tax minimization and debt reduction strategies. I am a thrill seeking, avid sports and fitness enthusiast who loves to travel and try new restaurants in the city: Reach me here - J••••••••@nbpcd.com or 41••••••86 Visit our site at: https://nesbittburns.bmo.com/stephen.miao BMO Nesbitt Burns Disclaimer
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