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Jeremy Miao, CFA, MBA, CIM

Jeremy miao, cfa, mba, cim

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location of Jeremy Miao, CFA, MBA, CIMToronto, Ontario, Canada
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  • Timeline

  • About me

    Investment Advisor at BMO Nesbitt Burns

  • Education

    • Western university

      2011 - 2014
      Bachelor of management and organizational studies (bmos) finance, general

      Activities and Societies: CAISA Executive Member, CAISA Fashion Show, Intramurals (Ice Hockey, Ball Hockey, Dodgeball), Western Mustangs Varsity Badminton Team Completed three years in the BMOS Specialization in Finance module

    • Ivey business school at western university

      2019 - 2021
      Master of business administration - mba

    • Ivey business school at western university

      2014 - 2016
      Bachelor of arts, honors business administration (hba) finance

      Activities and Societies: Ivey Asset Management Club, Ivey Sales and Trading Club, Ivey Finance Club

    • Upper canada college

      2002 - 2011
      High school

      Activities and Societies: UCC Prefect, Varsity Hockey, Varsity Badminton International Baccalaureate Diploma

  • Experience

    • Ucc summer camps

      Jan 2008 - Jan 2011
      Camp counselor

    • Bmo financial group

      May 2012 - Aug 2012
      Strategy summer analyst

    • Bmo harris private banking

      May 2013 - Aug 2013
      Project management intern

    • Bmo nesbitt burns

      May 2014 - Aug 2014
      Consulting, project management and product development intern

    • Bmo global asset management

      May 2015 - Aug 2015
      Summer analyst

    • Fidelity investments

      May 2016 - Apr 2021

      • Business Development Manager

        Sept 2017 - Apr 2021

      • Business Development Associate

        May 2016 - Sept 2017

    • Bmo nesbitt burns

      May 2021 - now
      Investment advisor

  • Licenses & Certifications

    • Conduct and practices handbook

      Canadian securities institute
      May 2021

    • Portfolio management techniques

      Canadian securities institute
      Apr 2021

    • Canadian securities course

      Canadian securities institute (csi)

    • Wealth management essentials course

      Canadian securities institute

    • Derivatives fundamentals course (dfc)

      Canadian securities institute (csi)

    • Investment management techniques

      Canadian securities institute
      Apr 2021

    • Insurance agent, accident, health, life, variable life & variable annuities

      Financial services regulatory authority of ontario (fsra)
      Jun 2022

    • Chartered financial analyst (cfa) charterholder

      Cfa institute
      May 2023