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. Freedom 55 Financial offers the following products from a range of financial companies: Quadrus Investment Services Ltd. offers: • Mutual funds – RESPs, RRSPs, RRIFs, TFSAs and RDSPs Canada Life • Individual disability insurance • Individual critical illness insurance • Individual health and dental insurance • Individual life insurance - Travel Insurance • Segregated fund policies, RRSPs and TFSAs • Income annuities, RRIFs and LIFs • Group insurance • Retirement plans • Mortgages

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Recent posts

Do you need individual health insurance?

Apr 01, 2021 - Freedom 55 Financial

Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....

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Focusing on personal investments is crucial for small business owners

Mar 27, 2021 - Freedom 55 Financial

If you’re a small business owner, you’ve likely been challenged in ways like never before due to the global pandemic...

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How to make an impact with strategic charitable donations

Mar 15, 2021 - Freedom 55 Financial

Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...

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