We believe that investment success is the result of developing a disciplined process and sticking to it. We also believe that managing risk is just as important as pursuing return Marc Filiba is a Winnipeg based investment advisor in The Private Client Division of BMO Nesbitt Burns, one of Canada’s foremost wealth management firms We partner with our clients to help them make day-to-day financial and life decision more simplified by using an engaged process, giving you the peace of mind knowing your personal CFO is working with you -allowing you to enjoy the freedom of being your own CEO. My team specializes in partnering with business owners, senior executives and professionals to identify opportunities and strategies for creating tax efficient structures that optimize their personal and corporate wealth. The solutions we offer are time-efficient to accommodate the hectic schedules of today's business world, and are fully customized from the ground up to make them unique to your own situation. As one of Canada's largest investment firms, BMO Nesbitt Burns believes that it is our responsibility to be leaders in creating and providing customized wealth management solutions. We are well positioned to do so by drawing upon global resources, top-ranked research, unique opportunities, and the collective wisdom of BMO Nesbitt Burns and our partners.
I believe that it is imperative that I earn your trust and establish credibility to deserve the role of your ‘most trusted advisor’
I believe that wealth management success is the result of employing a disciplined process and staying the course
I believe that ultimately, a successful financial strategy is simply the means to an end; it is a reflection of who and what are important to you, and will it allow you to achieve your lifelong goals?
I believe that you and your circumstances are unique and should always remain at the core of any strategy we put in place
Investors are best served by working with a firm that has the greatest range of depth, expertise, strength and stability
Investors are best served by working with an advisor who has a life long commitment to continuing education
The Financial landscape has become more complex than ever and working with an Wealth Advisor will be one of the most important things you do for your family
Clients need flexible, customized solutions that help reduce tax, minimize risk as well as create, grow and preserve wealth