Guardians of Your Family’s Wealth and Well-being. Preserving values, creating happiness.
At M&Z Wealth Management, we are dedicated to helping you achieve your financial goals and secure your future. As your trusted financial security advisor and investment representative, we offer a comprehensive range of services designed to meet your unique needs.
M&Z Wealth Management Inc.
M&Z Wealth Management Inc.
What Sets Us Apart
M&Z Wealth Management is composed of numerous industry elites, including many distinguished members of the “Million Dollar Round Table” (MDRT), “Court of the Table” (COT), and “Top of the Table” (TOT). In addition, the team includes Trust and Estate Practitioner (TEP), Family Enterprise Advisor (FEA), Chartered Financial Analyst (CFA), Certified Executor Advisor (CEA), Certified Health Insurance Specialist (CHS), Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), among other industry experts. This profound professional structure ensures that the company’s team is capable of providing clients with perfectly tailored and highly customized financial solutions.
Our Credentials
Affluent Individuals
Tailored wealth management strategies to meet the complex needs of affluent individuals.
Business Owners
Comprehensive financial solutions designed to help business owners manage and grow their wealth.
Families
Personalized financial planning to secure the financial future and well-being of families.
A Secure Path to Financial Freedom
Our mission is simple: to empower you to navigate your financial journey with confidence. We understand that financial planning is not just about retirement; it’s about considering your current needs and long-term aspirations to create a holistic financial strategy. With our dedicated protection planning process, we will work closely with you to listen, analyze, and develop a personalized financial protection plan that aligns with your dreams and objectives.
Participating Whole Life Insurance
Secure lifelong financial protection with our comprehensive whole life insurance solutions.
Investment Planning
Maximize your wealth with our customized investment planning strategies.
Insurance Planning
Safeguard your assets with our
experienced insurance planning
services.
Estate Planning
Protect your legacy with our
thorough estate planning
solutions.
Financial Planning
Achieve your financial goals with our strategic financial planning
services.
Consultation Packages
Get personalized financial advice
with our tailored consultation packages.
Experienced Professionals at Your Side
Our team is composed of seasoned financial advisors and investment representatives, each with a wealth of experience and expertise in the industry. We understand that every client’s financial situation is unique, and that’s why we take the time to listen and get to know you on a personal level. We believe that building a strong, lasting relationship based on trust and mutual respect is the foundation for achieving your financial goals.
Hao (Steven) Mi
CHS, TOT
Founder and President
Amanda Zhao
FEA, CFA, CLU, CFP, CHS, CEA
Founder and CEO
Wendy Zhang
Financial Advisor
Coquitlam | Burnaby
Erin Ding
Financial Advisor
Vancouver | Richmond
1. Establish Goals
Define your financial goals and objectives to set a clear direction.
2. Analyze & Gather Data
Collect and examine all relevant financial data to identify strengths and weaknesses.
3. Develop & Implement Plan
Create a tailored financial plan and put it into action to achieve your goals.
4. Monitor & Adjust
Regularly review and adjust the plan as needed to ensure you stay on track.
Our Partners
