Marc Filiba
CIM^®, FMA, FCSI

My Background

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.