Consistency is the
common thread.

Robert Tick

Get in touch with Rob

Robert Tick, PFP®, CIM®, FCSI®
Estate and Insurance Advisor
Our Beliefs > Our Approach

Your progress can be only as consistent as your approach. If you're systematic and disciplined over the long term, you can build up the wealth and stability that are needed to reach your individual goals.

The common thread we see among the financially successful is commitment to a consistent, measured approach to their wealth, and it’s for this reason that consistency is at the heart of our service. We have built our processes to be clear, transparent and customized to the needs of the individual.

This helps us to:

  • Build a foundation for long-term growth
  • Cover gaps and correct liabilities that can erode your savings
  • Find greater opportunity in your portfolio and your wealth

Latest Thinking


Our last post introduced the concept of emotion-driven decision-making as the central reason investors statistically underperform market benchmarks. The question […]


In a previous post, we talked about the importance of setting your own return objectives, rather than focusing on “beating the […]


One of the biggest differences between public and private equity has to do with valuation — and this is closely […]


There is constant noise in the industry around this question. For every person who wants to know what a good […]


Strong cash flow can open the door to all kinds of opportunities. In many ways, it’s the foundation for all […]

It's our belief that the wealthy approach investing in a fundamentally different way than most, and it’s this approach that we’ve designed our investment process to emulate.
Robert Tick, PFP®, CIM®, FCSI®
Investment Advisor