Meet the Team

Marc Filiba Leads the Filiba Jessiman Wealth Advisory Group at BMO Private Wealth. Our team specializes in developing flexible, customized wealth planning strategies to help affluent families, business owners, professionals, and agricultural clients across Canada and the USA. The solutions we create help preserve wealth, grow assets, minimize risk, and preserve legacies for generations.
 
Utilizing a disciplined process of gathering a clear understanding of the family’s values and vision, Marc provides a comprehensive wealth planning process that integrates Financial Planning, Tax Minimization, Cash Flow Management, Estate and Trust Services, Insurance Planning, and Philanthropy while providing a high level personalized service model.
 
Raised on a grain farm, Marc is a Graduate of the Asper School of Business from the University of Manitoba holding a Bachelor of Commerce Honours in Finance and Marketing. Marc holds the Chartered Investment Manager (CIM®), Fellowship of the Canadian Securities Institute (FCSI®) and Financial Management Advisor (FMA) designations. He has also studied Real Wealth Management Services Specialist (RWMTM) courses for high net worth clients, offered by the Knowledge Bureau. As a Portfolio Manager, Marc has the distinction of being qualified to provide discretionary wealth management.

Marc believes that giving back to the community is vital to sustaining its culture and fabric. He currently sits on the Recruitment Committee for the Associates of I.H. Asper School of Business. He formerly served on the Board of Directors for the I. H. Asper School of Business Young Associates and the United Way GenNext Council. He has participated in many community fundraising events for organizations such as
The Winnipeg Art Gallery and the I. H. Asper School of Business Young Associates, and has spent many years volunteering with Manitoba Special Olympics while cheering on his brother.

As a participant in various sports and visiting the gym regularly, Marc is committed to living a balanced lifestyle. While raising two young children who are active in hockey, soccer, golf and gymnastics, Marc and his wife Stacie stay very active. Marc competed for Canada in Powerlifting with the Canadian Powerlifting Union. Marc and his family enjoy being active outdoors whenever possible.

Patrick was raised in a family with a strong business background, as both his father and grandfather are Winnipeg lawyers and were involved in starting and growing publicly listed corporations. This taught him at an early age the importance of planning and the careful consideration to analyzing risk.
 
Having worked with BMO Private Wealth for over ten years, Patrick joined The Filiba Wealth Advisory Team in December 2020. With the teams 20 plus years of experience, offering a deep understanding of wealth management, having a well organized and disciplined process - Patrick believes these are the values that define a great team to build a lasting relationship with his clients.
 
Prior to joining BMO, Patrick was a production accountant and investor relations executive at an energy start-up, where he gained exposure to entrepreneurship, organized limited partnerships and sourced investors. He learned a lot about risk in the commodities and energy sectors and the value of diversification.
 
Patrick holds a BA in Political Science and Economics from the University of Manitoba and is working to earn the Chartered Investment Manager (CIM®) designation and become a Portfolio Manager. He has been Treasurer of the non-profit Graffiti Art Programming since 2013, which offers emerging young artists, primarily Indigenous and new Canadians, an opportunity to showcase their breakdancing and graffiti art.
 
Married with three young children, Patrick and his family do a lot of tobogganing, skating, and hiking in the Whiteshell Provincial Park together, and enjoy family vacations. 

Melony has been working with BMO Private Wealth since 2010 and started working with The Filiba Wealth Advisory Team in 2011. Melony is a veteran of the financial services industry with over 30 years of experience. She has worked in various positions throughout her career, which has strengthened her overall knowledge and made her a very valuable asset to our team.
 
Specializing in client service, Melony performs the team’s administrative duties and all client requests come through her, whether they relate to account openings, transferring funds, cash management, client inquiries, scheduling, and trade execution.
 
In addition, Melony is integral in training and developing the skills of new and existing client services specialists at BMO Private Wealth as she sits on the BMO Private Wealth’s National Service Advisory Council.
 
Melony is married with two adult daughters and has been involved in various charities and fundraising initiatives through the years that helped support the activities her girls were involved in. In her spare time Melony loves to spend time with family and enjoys her summers at the lake.

Michelle joins our team with more than 20 years of experience in the financial services industry. Throughout her career, she has held a variety of roles, developing broad expertise and a deep understanding of clients’ financial needs.

She is committed to building strong client relationships founded on trust, clear communication, and responsive, personalized service. As a Certified Financial Planner, Michelle understands the importance of developing comprehensive wealth plans that align with each client’s unique goals and priorities.

In her role, Michelle supports clients throughout the wealth-planning process by understanding their goals, priorities, and personal circumstances while considering retirement, tax, estate, insurance, and cash-flow needs, she helps keep each plan aligned with their evolving circumstances and long-term objectives.

Outside of work, Michelle enjoys spending time with her husband and their two sons, who are actively involved in hockey, baseball, basketball, and, most recently, golf. The family makes the most of summer by camping and relaxing by the pool.

Stephanie joined BMO Nesbitt Burns in September 2025 as a Client Service Assistant. She brings more than 15 years of customer service experience across a variety of industries, including aviation, healthcare, fitness and retail. Throughout her career, she has developed strong organizational, administrative, and client service skills, with a focus on building meaningful relationships and delivering exceptional service.

Stephanie holds a Bachelor of Business Administration from the University of Winnipeg and a Bachelor of Science in Nursing from Ateneo de Davao University in the Philippines. Prior to joining BMO Nesbitt Burns, she worked as a Flight Attendant with Philippine Airlines, the national flag carrier of the Philippines, where she developed a strong commitment to service excellence and professionalism. Stephanie was also a private pilot in the Philippines, an experience that strengthened her discipline, situational awareness, and dedication to lifelong learning.

In her role, Stephanie supports the team with administrative responsibilities and assists clients with a variety of service requests. She is committed to providing a seamless client experience through professionalism, responsiveness, and a proactive approach to client service. Demonstrating her commitment to ongoing professional development, Stephanie recently successfully completed the CIRO Investment Representative (IR) Licensing Examination and is currently pursuing the next step toward becoming a Registered Representative (RR).

Outside of work, Stephanie enjoys reading, spending time with family and friends, and exploring new places. She values continuous learning and is always seeking opportunities for personal and professional growth.