Giuseppe Emilio (Joe) Filice
Financial Security Advisor
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
How key person insurance can help your business
Nov 15, 2022 - Canada Life
Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....Read more
October 2022 market update
Nov 10, 2022 - Canada Life Investment Management Ltd.
Central banks take another shot at taming inflation...Read more
Planning for probate and estate administration taxes (excluding Quebec)
Nov 07, 2022 - Canada Life
Six effective probate planning strategies to consider when discussing your clients overall estate plan....Read more