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

Meal planning on a budget

Jul 15, 2021 - Canada Life

With rising food costs, it’s hard to keep your grocery bill low without sacrificing the health and wellness benefits that come from a home-cooked meal...

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Three strategies for comfortable investing

Jul 01, 2021 - Canada Life

Asset mixes shift to a more conservative approach when people near retirement...

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Keeping kids busy on a budget

Jun 22, 2021 - Canada Life

Entertaining your kids can be expensive, but the good news is it doesn’t have to be...

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