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.


Contact me today to learn more

Recent posts

Prepare for your financial future this Chinese New Year

Jan 15, 2022 - Canada Life

Chinese New Year is a celebratory time involving family reunions and gift-giving between families, friends and business contacts. It’s also a time for one to reflect on the past year and prepare for the new one....

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How to set your financial resolutions for the New Year

Jan 01, 2022 - Canada Life

Looking for a New Year’s resolution? Consider your financial goals as part of your plan for 2022...

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Be your own Secret Santa this year

Dec 22, 2021 - Canada Life

Use your year-end bonus to give yourself the gifts everyone wants – and needs. Smart ways to invest your year-end bonus – in yourself. This article has three easy ideas to help you improve your financial plan...

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