Filomena May
Senior Wealth Advisor @Raymond James Ltd.
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WORK HISTORY
Senior Wealth Advisor @Raymond James Ltd.
calgary, AB, CA
Independent under Filo Financial Solutions, licensed under Raymond James Ltd, Canada\'s second largest brokerage. This will allow me to increase my servicing and provide more innovative products and Wealth Management solutions. Aside from my amazing family, my career is one of my passions in life so I continuously try to improve and be one of the best in my industry. My biggest reward since I began my career in 2002 is helping my clients\' financial goals become a reality.
EDUCATION
Ivey Business School at Western University
Investment Professional Leadership Program
University of Calgary
Bachelor of Arts (BA)
SKILLS
ABOUT FILOMENA MAY
I am a native Calgarian, an award-winning Wealth Advisor, international speaker, entrepreneur, mother and founder of Filo Financial Solutions of Raymond James Ltd. I operate across Canada, helping clients turn investments into successful portfolios. My secret? I am not only passionate about building wealth, but also educating on how to strategically protect it. Using a customized approach with attention to detail, I create a unique financial roadmap for my clients based on their values and goals, while providing ease of mind and balance along the way. I began my career in 2002 at age 24 and beat the odds in an industry where only 5% of women were advisors at the time. I am a contributing author, podcast speaker, have appeared on BNN, CTV and “The Wealthy Life” show, and am in The KNOW Calgary volume three and the Best of The KNOW bit.ly/RJLDSCLMR
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