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Testimonials

"It is really refreshing to work with a financial adviser who is truly interested in their client's needs, circumstances and preferences. What really impressed us was the way you took the time to get a feeling for where we were at, your depth of knowledge, and your common sense approach. Your professional, ethical and caring demeanour elicits our trust and respect and we gladly recommend your services whenever possible."

Lyla and Harvey Ronald Becker, Retired
Clients of Gary Attack since 1992

"We continue to appreciate Gary's honesty and integrity. Gary's focus on families helps my family and I in striving for and achieving our life goals, resulting in peace of mind for everyone."

Penny and Irwin Doell, Retired
Clients of Gary Attack since 1990

"As long term client of Gary's, I have been through the ups and downs of several business and investment cycles. With great confidence in the future and his recommended professional portfolio managers, Gary has always been a calming influence in my financial and investment planning. This has given me a long term perspective which has been very beneficial to me. Gary has also guided me through personal trails for which I am grateful."

Elizabeth Grant, Retired
Client of Gary Attack since 1994

"Gary has always shown great care and concern for our financial well-being. By taking a comprehensive view of our finances, Gary has prepared us for a lucrative retirement, and has positioned our estate to minimize income tax. Gary has developed a financial plan that meets our unique needs. We are very comfortable with the advice Gary gives us and feel very fortunate to know that as far as our retirement and tax position is concerned, everything is arranged. This gives us confidence in the future."

Jane and Adam Annandale, Retired
Clients of Gary Attack since 1990

"I have relied on Gary's financial advice for many years. He has guided me through many personal and market related challenges that I have come to face. In addition to making himself available whenever I feel the need to speak with him, Gary is in regular contact with me to ensure that my personal financial plan is relevant to my current circumstances and that any questions are answered. Gary's calm, organized and professional approach has meant a lot to me, giving me long term financial security and peace of mind."

Joyce Ellis, Retired
Client of Gary Attack since 1995

DISCLAIMER

Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.


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