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

Financial News

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Financial News

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Family Wealth

There are enough rules, stipulations and caveats involved in the Canada Pension Plan that it’s no easy feat to keep […]

Family Wealth

If you’ve ever looked into your options for your CPP pension, you’ve likely come across the principle that you’ll see […]


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

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