With over 16 years in the industry, Filomena is passionate about helping her clients reach their financial goals by listening to their needs and creating a financial roadmap that works for each of them.
Filomena values getting to know her clients so that she can ensure she designs suitable investment recommendations based on her clients’ objectives and their comfort level with overall market risk. Filomena excels at simplifying what can appear to be a complicated process, which is crucial in a fast-paced market environment.
Filomena is on the Board of Directors of her cultural society and not only helps various charities and individuals in need, but also assists in building and advocating the importance of a strong community. One of Filomena’s passions is to coach and educate individuals when it comes to their relationship with money. The financial world can be very overwhelming so Filomena’s ability to provide sound advice and to empower others with respect to their finances is paramount. Given that female financial advisors are in the minority, Filomena finds it particularly rewarding to assist women in achieving their financial goals.
Working with other wealth management professionals in the Raymond James network, Filomena offers her clients the following services:
Born and raised in Calgary, Filomena is a loving mother of two children.
2303 4th Street SW, Suite 803
Calgary, Alberta, Canada T2S 2S7
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