Marc Filiba, CIM, FMA, FCSI
Portfolio Manager & Wealth Advisor at BMO Nesbitt Burns- Claim this Profile
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Credentials
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Partners, Directors and Senior Officers
Canadian Securities InstituteJan, 2019- Sep, 2024 -
Chartered Investment Manager (CIM®)
Canadian Securities InstituteJan, 2013- Sep, 2024 -
Fellow of CSI (FFCSI®)
Canadian Securities InstituteJan, 2011- Sep, 2024
Experience
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BMO Nesbitt Burns
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Canada
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Investment Management
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700 & Above Employee
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Portfolio Manager & Wealth Advisor
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2000 - Present
Marc Filiba is a Portfolio Manager at BMO Nesbitt Burns. He helps affluent families, business owners, professionals, and agricultural clients across Canada and the USA realize their unique investment goals and objectives. Areas of specialty include: Financial Planning, Portfolio Management, Tax Minimization, Estate & Succession Planning, and Retirement Planning. Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previous results are not indicative of future results. Endorsements should not be construed as explicitly or implicitly approved by BMO Private Wealth which is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates including BMO Nesbitt Burns Inc., BMO Private Investment Counsel Inc., and BMO Trust Company. www.bmo.com/privatewealth Banking Services are offered through Bank of Montreal. BMO Nesbitt Burns is a Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada https://www.bmo.com/nesbittburns/popups/disclaimer.
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Education
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University of Manitoba
Bachelor of Commerce - BCom, Finance and Marketing