Mission Statement: Our mission is to help our clients achieve financial peace of mind by providing them with tailored solutions and superior advice
Investment Philosophy: 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.
BMO Nesbitt Burns is one of North America’s leading full-service investment firms. We have been committed to helping clients meet their investment objectives and goals since 1912. Today, BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to wealth management. Our Investment Advisors provide clients with personal advice and services, drawing upon some of the best knowledge and expertise in the industry, including BMO Nesbitt Burns’ top-ranked equity research*. As part of BMO Financial Group, BMO Nesbitt Burns also provides clients with access to one of the broadest selections of wealth management solutions and services available today.