Business Details
33 Years
experience
Your Trusted Financial Partner in Kitchener, ON
Gary H. Attack Financial Planning has served individuals, families, and business owners for over 30 years, specializing in retirement, investment, estate, and tax planning. Our approach begins with listening to understand each client's unique goals, values, and circumstances. We combine personalized strategies with a disciplined investment philosophy, prioritizing honesty, integrity, and long-term client relationships. Our team holds advanced certifications including CFP, RFP, and RRC designations, ensuring expertise in navigating complex financial landscapes.We emphasize tax-efficient solutions, risk management, and intergenerational wealth transfer, adapting plans as clients' lives evolve. With a focus on education and transparency, we empower clients to make informed decisions while maintaining compliance with industry standards. Our commitment to continuous communication and tailored advice has earned consistent client satisfaction, reflected in testimonials highlighting trust, professionalism, and measurable outcomes in retirement readiness and estate optimization.
Services
Financial Planning
Retirement Solutions
Investment Management
Estate Planning
Tax Strategies
Life Insurance
Critical Illness Coverage
Disability Insurance
Annuities
Long-Term Care Planning
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of experience in comprehensive financial planning
- Our team holds advanced certifications including CFP, RFP, and RRC designations
- We provide personalized strategies tailored to individual life goals and circumstances
- Our disciplined investment approach balances income and growth objectives
- We maintain transparent communication with ongoing client education and support
What people say
Personalized financial strategies
30+ years of expertise
Trustworthy advisors
Tax-efficient solutions
Comprehensive estate planning
Services
Financial Planning
Our financial planning service creates customized roadmaps for long-term security, addressing retirement goals, investment strategies, and risk management. We analyze income, assets, and liabilities to develop actionable plans that adapt to life changes. Clients receive ongoing guidance to optimize tax efficiency and wealth preservation through market cycles.
Retirement Solutions
We design retirement income strategies that balance growth potential with capital preservation. Our approach considers pension options, RRSP/RRIF management, and tax-efficient withdrawals. We help clients transition from wealth accumulation to sustainable income streams while addressing healthcare costs and legacy planning considerations.
Estate Planning
Our estate planning integrates life insurance, trusts, and legal documentation to minimize tax liabilities and ensure smooth asset transfer. We coordinate with legal professionals to create comprehensive plans that protect beneficiaries, address business succession, and incorporate charitable giving objectives.
Investment Management
We implement diversified investment portfolios aligned with risk tolerance and financial goals. Our approach combines professional money managers with regular rebalancing to maintain strategic allocations. We focus on tax-efficient investing and adapting strategies to changing market conditions while maintaining long-term perspective.
Life Insurance
We offer term and permanent life insurance solutions for income replacement, estate preservation, and business continuity. Our analysis compares coverage options from multiple providers to find cost-effective solutions. We specialize in using life insurance for tax-deferred growth and intergenerational wealth transfer strategies.
People
Gary H. Attack
Certified Financial Planner
With over 30 years of experience, Gary holds CFP, RFP, and RRC designations. He specializes in retirement and tax planning, serving individuals and business owners. Gary maintains active memberships with Financial Planning Standards Council and Advocis.
Amanda Attack
Certified Financial Planner
Amanda earned CFP and RRC designations after teaching experience in London, England. She focuses on personalized financial strategies for young families and professionals. Amanda graduated from Sheridan College's Financial Planning program with honors in 2012.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, investment management, estate planning, tax strategies, and insurance solutions tailored to individual needs.
How do you work with clients?
We begin with a consultation to understand your goals, then create customized plans with ongoing reviews to adapt to changing circumstances and market conditions.
What experience do your advisors have?
Our team has over 60 combined years of experience with advanced certifications including CFP, RFP, and RRC designations across multiple financial planning disciplines.
Do you work with out-of-town clients?
Yes, we serve clients throughout Ontario using secure digital communication tools while maintaining personalized service standards for all clients.
How are you compensated for services?
We disclose all compensation methods upfront, which may include commissions on products, hourly fees, or asset-based management fees depending on client needs.
What makes your firm different?
We combine technical expertise with personalized service, focusing on long-term relationships rather than transactional interactions, with a proven track record spanning three decades.
