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Marc  Filiba, FMA

Investment Advisor

 

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 Contact Information

Address

Commodity Exchange Tower 360 Main St.

Suite 1400

Winnipeg, Manitoba

R3C 3Z3

Phone

(204) 949-2183

Toll-Free

(800) 506-0005

Fax

(204) 956-2018

E-mail

Marc Filiba

 
--- Fri, 19 Mar 2010 08:40 ET --- BMO Nesbitt Burns Canadian and U.S. Top Picks ---     CP,T  55.68  0.00      MFC,T  20.43  0.00      PWF,T  32.95  0.00      SU,T  32.13  0.00      TD,T  74.18  0.00      CAE,T  9.39  0.00      IAG,T  34.95  0.00      NA,T  62.84  0.00      THI,T  33.50  0.00      YLO.UN,T  6.03  0.00      RIM,T  75.50  0.00      COS.UN,T  29.35  0.00      ECA,T  32.12  0.00      HSE,T  27.65  0.00      NXY,T  23.94  0.00      TLM,T  18.00  0.00      ABX,T  40.32  0.00      GNA,T  7.97  0.00      S,T  8.78  0.00      TCK.B,T  41.26  0.00      AAPL,X  224.65  0.00      ADM,X  29.24  0.00      AMP,X  44.82  0.00      BA,X  70.87  0.00      CAT,X  59.77  0.00      CSCO,X  26.34  0.00      CVS,X  35.09  0.00      DIS,X  33.78  0.00      EL,X  63.80  0.00      GE,X  18.19  0.00      HAL,X  31.58  0.00      MAT,X  23.14  0.00      MCK,X  63.31  0.00      MOO,X  44.92  0.00      NDAQ,X  20.73  0.00      NOK,X  15.28  0.00      ORCL,X  25.38  0.00      PEP,X  66.52  0.00      UPS,X  64.42  0.00      WYE,X  0.00  0.00 
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.

Business Beliefs
  • 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

    • Team Values
  • 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


    • About BMO Nesbitt Burns:
    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.


     

    1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.

    All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.

    ** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
     Get a Quote
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    Market Watch
    Last Updated
    March 19, 2010 08:40 ET
      Last Change
     TSX Comp  12,040.01  0.00
     S&P/TSX 60  706.75  0.00
     DJIA  10,779.17  0.00
     S&P 500  1,165.83  0.00
     NASDAQ  2,391.28  0.00
     Nikkei 225  10,744.03  0.00
     TSX Vent  1,574.86  0.00
     Hang Seng  21,330.67  0.00
     $CAD  99.1100  0.5500
     London Gold  1,122.75  0.00
     WTI Oil Spot  82.20  0.00
    Source: SunGard PowerData

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