Joel Attis, LL.B, CFP, TEP

Joel's experience in both the practice of law and in business gives him an acute understanding of the financial issues facing members of the professional and business communities.

Joel's focus is in the areas of tax-smart investment planning, wealth-management, succession planning & estate-planning, together with risk management strategies for professionals and business owners in NB, NS, PEI, ON and AB. Joel is a member of the Law Society of New Brunswick, Canadian Bar Association, Society of Trust & Estate Practitioners (STEP), Canadian Tax Foundation, Advocis, Conference for Advanced Life Underwriting (CALU), Million Dollar Round Table, Canadian Association of Gift Planners, and various other professional and industry associations. He is a Mutual Fund Representative with Investia Financial Services, Inc.

Additionally, Joel serves as a Director on Enterprise Greater Moncton; Director on the New Brunswick Law Foundation; and Vice-Chair of the New Brunswick Investment Management corporation (which manages the largest pool of pension fund assets in Atlantic Canada).  more...

Scott Lewis, BA, MBA

Scott has an extensive background in business management. After acquiring his BA, Scott went on to earn his MBA. His educational pursuits included a year of study abroad in France, where he perfected his written and spoken French, in which he is fluently bilingual. Scott then pursued a career in the shipping industry, overseeing more than 100 employees in his role as General Manager of a marine transportation company with world-wide operations. Throughout the years Scott invested in a variety of real estate opportunities in southeastern New Brunswick.

Scott focuses his financial planning practice on business owners, executives and professionals, helping them to structure their businesses and practices in the most tax-advantageous manner possible - together with implementing appropriate risk management strategies, and helping them to plan and save for retirement.

Scott is a member of the Moncton West Rotary Club, and serves as a Director on the Moncton Flight College, and as a Director on the Moncton Minor Hockey. He is a Mutual Fund Representative with Investia Financial Services Inc. more...

Andrea Booker

Andrea is AttisCorp’s Group Health and Dental Specialist, a field in which she has worked for 10 years, in conjunction with her father’s financial planning firm, C.E. White Financial, based in Hartland, NB. Prior to her taking up that role, Andrea worked with McCain Foods in their Marketing Department, and with Extra Mural Health Care.

Andrea’s knowledge of the group health and dental insurance market is only exceeded by her passion for helping employers to ascertain their requirements, and then searching the market to find the best solution to meet their needs. Andrea’s focus on client service has earned her enduring respect from both employers and employees of companies throughout Atlantic Canada. She has a penchant for ensuring that her business owner clients, as well as their employees, are well-informed with regard to their current health benefits, and that they are made aware of new features and benefits that subsequently become available.

Andrea’s experience and competence is devoted to supporting AttisCorp advisors, and servicing AttisCorp clients with respect to group health and dental coverage.  more...

Sue Cochrane, RHU

Sue is AttisCorp's Executive Assistant. She has been in the financial services industry for more than 20 years, providing executive, administrative and marketing expertise in support of investment and insurance placements and service. Her significant experience is enhanced by the many industry-related courses and training programs she has successfully completed.

Sue's knowledge, experience and competence is devoted to supporting AttisCorp advisors and servicing AttisCorp clients, towards ensuring overall quality of service and client satisfaction.  more...

Shirley Landry

Shirley is AttisCorp’s Administrative Assistant, providing advisor support. Previously she worked at Grant Thornton, where she was an administrative assistant for 10 years providing support to several senior accountants. Prior to that Shirley worked as a legal assistant at a local law firm for 10 years.

Fluently bilingual, Shirley is devoted to continuous education. She quenches her thirst for learning by undertaking on-going training and industry-specific courses to enhance her overall competencies in the financial services industry. Her enthusiasm and talent are dedicated to serving our clientele professionally and promptly in either official language, towards ensuring overall quality of service and client satisfaction. more...