Invest differently.

Robert Tick

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

We have built our practice on certain principles, and these principles have come to shape the services we offer, the processes we follow and the recommendations we make to our clients. In essence, they are the main tenets of business owners and families who achieve long-term financial prosperity and stability: control, framework and opportunity.

Our Principles
The wealthy invest with complete control over their emotions.

That's because, when emotions take over, decisions become clouded and long-term strategies become compromised by short-term impulses. Emotional control is the best defence against unnecessary risk, and it's essential to positioning yourself for lasting success.

Our Principles
The wealthy invest with a framework for decision-making.

The purpose of framework for decision-making is to replace emotion in the investment process, and it is a key part of achieving consistent growth. This is what allows you to emulate the approach taken by the wealthiest and most successful families around.

Our Principles
The wealthy see opportunities that others do not.

While it begins with your portfolio, taking full advantage of opportunity involves looking at all other factors in the growth and preservation of your wealth. Whether you’re in a unique position to reduce tax or you have additional options to protect your wealth, taking a systematic approach to opportunity is an important part of investing differently.

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