We work with an exclusive group of clients.

Robert Tick

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Robert Tick, PFP®, CIM®, FCSI®
Estate and Insurance Advisor
Who We Are > Who We Work With

We're all about systematic, organized planning and investing, and over the years we've determined that there are certain groups who especially benefit from this approach.

The first is the franchisee community. Those who own and operate franchise units work by a proven and disciplined model on a day-to-day basis, but often lack this organization in their own financial affairs. Our Financial Formula for Franchisees helps to get their wealth on track, while taking advantage of the financial opportunities offered through franchise ownership.

The second group is made up of families looking to grow and preserve their wealth. With so many family legacies diminished by tax and volatile markets, a comprehensive, process-driven approach helps families to adopt the framework used by successful families and organizations, so that they can preserve their wealth through multiple generations.

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