Filomena May, a native Calgarian, is an award-winning Wealth Advisor, international speaker, entrepreneur, mother and founder of Filo Financial Solutions of Raymond James Ltd. Filomena operates across Canada, helping clients turn investments into successful portfolios. Her secret? Filomena is not only passionate about building wealth, but also educates on how to strategically protect it. Using a customized approach with attention to detail, she creates a unique financial roadmap for her clients based on their values and goals, while providing ease of mind and balance along the way. Filomena began her career in 2002 at age 24 and beat the odds in an industry where only 5% of women were advisors at the time. Filomena is a trailblazer and sought out financial professional in her industry. She’s a contributing author, podcast speaker, has appeared on BNN, CTV and “The Wealthy Life” show, and is in The KNOW Calgary volume three and the Best of The KNOW Global.

Services

Working with other wealth management professionals in the Raymond James network, Filomena offers her clients the following services:

  • Cash Flow Planning
  • Retirement Planning
  • Investment Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning

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