Our Approach

AttisCorp Financial Group provides comprehensive financial planning and advice, including the recommendation of appropriate financial products to meet the particular needs of each individual client. We maintain an objective, planning-based approach to delivering financial peace of mind to every client - through flexible financial solutions tailored specifically to each client.

We are independent financial services professionals. This means that we are not committed to any particular investment or insurance provider. We scour the Canadian landscape for the most appropriate investment or insurance product to meet the unique needs of each client. 

Employing a disciplined planning process, AttisCorp Financial will help you to identify your unique financial concerns, goals and objectives. Based on this analysis, we will then deliver a customized written plan - or 'road map' - to guide you on your path to achieving your personal financial objectives.

Fees

Except in special circumstances, we do not charge an hourly fee for our services. Rather, once our client has accepted our recommendations and agrees to move forward with us, we receive compensation from the investment and insurance providers with whom business is placed. Although clients do not pay anything directly out-of-pocket for these services and advice, advisor compensation is built into the management fees and product costs of the supplier companies.

Planning

The plan prepared for you will be tailor-made to your specific goals and objectives, and may cover elements of:

• Investment planning
• Tax planning 
• Retirement income planning
• Risk management planning
• Business continuation and succession planning
• Estate planning

Reporting and Monitoring

To ensure your financial plan is on-track, and to keep you informed and up-to-date, we provide annual (or more frequent) financial reviews and regular reports of your financial holdings. Regular emails provide another means of communication with our clients. We believe that using this structured approach to meet our clients' financial objectives is key to our clients' success and high level of satisfaction.

Referrals

As a result of a satisfied clientele, the growth of our business is primarily fuelled by referrals from existing clients - to their friends, family members and associates whom they feel could benefit from the same or similar high quality service and advice. We often say to our clients: "Please do not keep us a secret."