About Financial Foundations

Financial Foundations Inc was created in 1999 and its formation centred on a desire to help others to establish a solid financial future based on good advice combined with the appropriate products. This advice is broad in nature encompassing the younger generation who are introduced to wealth creation while learning to deal with debt. It also delves to the far reaches of those close to, or into retirement, who worry about the preservation of capital or the transfer of wealth to the next generation. No matter the situation, a tailored solution is always more appropriate versus the cookie-cutter approach. The pursuit to provide solutions to these dilemmas, combined with a passion to help people is the reason Financial Foundations Inc was created.

Joe Daley was born and raised on the Miramichi River, and learned the importance of community, friendship, and help for one’s neighbor. After graduating from St. Thomas University in 1988, he began his career with Standard Life. He spent 10 years working with the Irving Group and it was here that he developed a great appreciation for serving customers, helping to grow business, and following dreams.

In 1999 he co-founded Estate Financial Inc, which provided Insurance Brokers with much-needed support and selection, to serve a knowledgeable client, based on their access to information through various media sources. This was followed by the creation of a group of complementary companies, designed to provide consumers with a wide array of products with a best-solutions approach. Financial Foundations combines the latest technologies, most up-to-date information, and old fashion values to provide clients with solutions tailored to them.

Living in Fredericton with his wife Dawn, they enjoy the proximity of their two boys, Daniel, and Jonathan. The importance of family has allowed them the convenience of watching the nest grow with the addition of Jonathan’s wife Chelsey their daughter Hadley, and 2 sons, Joe and Conor, along with Daniel’s wife Jessika. They embrace family outings with the highest importance and have made this a priority as the family tree expands. Joe divides himself between his offices in Moncton, Miramichi, Saint John, Halifax, and Fredericton. He is an active member of his community and is a supporter of various minor sports, as well as numerous community endeavors.

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