Stage 1
Cash Flow

Robert Tick

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Robert Tick, PFP®, CIM®, FCSI®
Estate and Insurance Advisor

Successful franchisees embrace the formula by which their business operates, but in order to see the full benefits, we believe a financial formula is also needed – one that reflects the systematic nature of the franchise, while addressing the various needs, risks and opportunities that it presents.

Our formula begins with cash flow because it is the foundation of your long-term wealth. How you decide to manage it will have an important effect on your financial growth and stability. By modelling future cash flow patterns, we can sketch a picture of your finances for the long term. In turn, this will allow us to align our recommendations with your goals and time horizon(s).

During the cash flow stage, we provide the plans and strategies to help you to:

  • Find balance and consistency in multiple streams of income
  • Accumulate dividends in your holding company and time your distributions tax-efficiently
  • Plan your personal and business cash flow to minimize tax
  • Identify solutions for long-term cash flow stability for retirement

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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