Marc Filiba, B.Comm. (Fin), CIM, FMA, FCSI
Senior Portfolio Manager, Senior Investment Advisor And Senior Wealth Advisor
Marc Filiba Leads the Filiba Wealth advisory Group at BMO Private Wealth. Our team specializes in developing flexible, customized wealth planning stategies 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 is also certified as a Real Wealth Management Services Specialist (RWMTM) for high net worth clients through 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 Jessiman, BA
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.
Client Service Associate
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.
Anthony Maros, BA (Econ)
Senior Private Banker, BMO Private Wealth
As a Senior Private Banker at BMO Private Banking, Anthony brings a wealth of knowledge and expertise in both personal and commercial banking. Working exclusively with BMO Nesbitt Burns clients, Anthony is specializes in working with clients who have complex personal or commercial lending needs as well as assisting with their day to day banking and other financial solutions.
Kurtis Massey, CFP, CIM
Director, Wealth Planning, BMO Wealth Planning
For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with
Mark Moulson, CFP, TEP
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
With over 28 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of our clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize taxes.
Mark is a member of Advocis, the Society of Trust and Estate Planners, and the CIFP. An active member of his church, Mark enjoys the outdoors and downhill skiing in his spare time.