Joe Filice

Financial Security Advisor
Investment Representative

Hello and welcome to my website. My name is Joe "Happy" Filice. I'm so excited to introduce to you what I'm all about & how I can make a difference in your life & provide to you the service you deserve with regards to your finances. Your financial security plan should be as unique as you are. I can help you build a customized financial security plan that’s tailored to meet your needs. As your coach and your financial security advisor, I’ll be with you every step of the way. I’ll guide you through the financial security planning process by focusing on your personal needs and goals – and I’ll help you understand your options so you can make smart choices. I can provide recommendations to meet your needs.

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Recent posts

Nine answers to your questions about the Canada child benefit

Sep 15, 2021 - Canada Life

The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...

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Life happens. Help your employees prepare for when it does

Sep 01, 2021 - Canada Life

To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits...

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Canada Life makes investing simpler – new mutual fund names are here

Aug 22, 2021 - Canada Life

To make it easier for you to know what’s in your investment portfolio, Canada Life™ is updating their fund names to be more reflective of what the funds offer...

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