Hao (Steven) Mi

CHS, TOT.

President & Co-founder of M & Z Wealth

Steven Mi is the President and co-founder of M & Z Wealth, which he established with his wife, Amanda Zhao. Before transitioning into the financial and insurance industry in 2012, Steven had a successful career as a clinical doctor in China. His medical background gave him a deep understanding of helping others, which he has carried into his current work, providing tailored financial solutions that address his client’s unique needs. Over the years, Steven has earned the title of “Financial Doctor” for his dedication to resolving complex financial issues for families and businesses.

Steven has consistently been recognized as a top-performing professional in the industry, achieving Million Dollar Round Table (MDRT) honours multiple times. This prestigious recognition is a testament to his commitment to delivering high-quality service and expert advice.

At M & Z Wealth, Steven is passionate about helping clients achieve financial security, build long-term wealth, and implement strategies for wealth transfer through the effective use of insurance tools. Together with Amanda, Steven has built M & Z Wealth into a firm that offers personalized, one-stop financial planning services.  

In addition to his work at M & Z Wealth, Steven and Amanda co-founded the M & Z  Community, an interactive platform that combines professional financial knowledge with engaging, fun activities. The community follows the motto “Beyond professionalism, all is fun” and oƯers members to a wide variety of events such as badminton, tennis, pickleball,  karaoke, and the development of an M & Z golf team. The community also includes  Guandan Mahjong, an English club, and a youth financial literacy boot camp. Steven and  Amanda are committed to fostering an environment where members can learn, grow, and connect in a relaxed and enjoyable setting.  

In his personal life, Steven enjoys photography, skiing, golf, music, and caring for his cat.  He used to have a Labrador before moving to Canada and now has a cat. He also loves 

spending time with his daughter and has a passion for exploring culinary experiences.  These hobbies allow him to maintain a healthy balance between his professional responsibilities and personal passions, keeping him active and connected with the things he loves.