M & Z Wealth Management Inc. stands as more than a financial advisory firm – we are dedicated partners in your financial journey.
Grounded by our core values of client-centric service, unwavering integrity, teamwork, mutual respect, and the pursuit of excellence, we navigate every decision and action we undertake.
Since our establishment in 2013, our mission has been to cater to the unique financial needs of individuals, families, and businesses. Leveraging the strength of our exceptional team and personalized, comprehensive services, we have cultivated a legacy of trust and reliability, driving wealth growth and financial security for our clients. In the expansive realm of wealth management, we operate with the familiarity and comfort of a trusted partner, ensuring our clients always feel supported and valued in their financial endeavours with us.
Our co-founders, Steven Mi and Amanda Zhao, bring diverse expertise and unwavering dedication to our firm. Amanda, a distinguished professional in the financial industry, carries an array of prestigious designations, a testament to her broad knowledge and commitment to the industry. Complementing Amanda’s expertise, Steven Mi infuses our proficiency with his detail-oriented approach from his medical practice, rightfully earning the title of a “Wealth Doctor”. His intricate understanding of financial intricacies enhances our capability to devise robust, personalized financial strategies.
The exceptional team they lead comprises industry experts, each bringing unique skills to the table. The team includes two Top of the Table (TOT) members and two Million Dollar Round Table (MDRT) qualifiers, along with Certified General Accountants (CGA), and holders of elite designations such as Trust and Estate Practitioners (TEP), Chartered Financial Analysts (CFA), Certified Executor Advisors (CEA), Certified Health Insurance Specialists (CHS), Certified Financial Planners (CFP), Chartered Life Underwriters (CLU), and Family Enterprise Advisors (FEA), offers a diverse range of financial products and services. This diversity allows us to create bespoke financial solutions perfectly tailored to your unique circumstances and aspirations.
We’re proud to offer innovative financial solutions such as the Child Development Plan (CDP), designed for securing a prosperous future for your children, and the Philanthropy Dividend Policy, a unique donation strategy offering philanthropic individuals both financial benefits and
social recognition.
Our deep commitment to strategic financial planning and secure wealth transition across generations is manifest in our mission to assist you in creating a custom-tailored financial security plan. This plan addresses your immediate needs, long-term goals, and dreams, whether it’s retirement planning, educational savings for your children, or launching a business venture. We emphasize understanding your emotional needs and providing personalized, considerate services that make you feel valued and supported. As your financial custodians, we guide you through the complexities of wealth management on your path to financial prosperity.
With M & Z Wealth Management Inc., we embody the philosophy of long-term value creation, safeguarding your wealth for generations to come. We view your wealth journey as our shared mission, with your financial success as our ultimate goal.
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
Our Mission & Goal
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.
Our ultimate goal is to help you achieve financial freedom and security. Whether you dream of retiring comfortably, providing for your family’s future, or making a positive impact through philanthropy, we’ll develop a roadmap that helps you get there. With our expertise and commitment to your success, you can embark on your financial journey with confidence.