Our Expert
Support Network

Robert Tick

Get in touch with Rob

Robert Tick, PFP®, CIM®, FCSI®
Estate and Insurance Advisor
Who We Are > Our Extended Team

Much of the opportunity in your wealth, and many of the gaps, can develop outside your investment portfolio - whether it's the estate taxes breaking down family wealth or unknown liabilities exposing you to risk.

That's why we enlist the specialized advice of external experts, often in the areas of tax & estate and law. Through this network, we can better inform, adjust and implement the recommendations we make. It's also why we work with your current accountants, lawyers and other advisors on an ongoing basis to coordinate and properly align all strategies related to your wealth.

Latest Thinking

Financial News

“If Silicon Valley didn’t exist, Microsoft would still be able to get some great ideas and acquire new technology — […]

Financial News

Investors today have more opportunities than ever to participate in the growth of economies around the world. For this reason, […]

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