With a background in the practice of law and operating successful businesses – Joel has an acute understanding of the financial challenges faced by business owners, professionals and high income individuals and their families.

Joel Attis

Joel Attis, Senior Financial Advisor
B.Comm, LL.B, CFP, CLU, TEP, FCSI, CIM

Connect with me:   LinkedIn - Joel Attis


Our clients know they can rely on:

  • a defined, consistent approach to wealth management 
  • a commitment to a long term relationship
  • fee transparency 
  • placing client best interests first

As an independent fee-based financial advisory firm, AttisCorp Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth.

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Latest Blog Posts

Whose side are financial regulators on… and what’s up with the banks?

Filed Under: Investment Services

20 July, 2017

I would preface this column by stating that I do not understand how any investment advisor, let alone the industry regulator – the... Read More

Family Business Planning Strategies

Filed Under: Financial Planning

6 July, 2017

If you are an owner in a family enterprise, the chances of your business successfully transitioning to future generations are not ... Read More

 
  • We help business people and professionals sort out the pieces of their financial jig-saw puzzles.

    – Joel Attis
 
 
  • We help business people and professionals sort out the pieces of their financial jig-saw puzzles.

    – Joel Attis