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Robert Chick Wealth Management

With You. For You.


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Welcome to Robert Chick Wealth Management

Here, we believe:


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First and foremost, we work for You.

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Investment markets and the financial landscape will become increasingly volatile and complex. The legislative landscape will also continue to shift.   Few individuals will have the time, interest, experience, and emotional control to navigate these challenges on their own.  For the vast majority of families, the need for and value of profession advice will never be more important.

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We provide quality professional advice and service, at a fully transparent and reasonable price.  In most cases, we can provide more services than are available at major financial institutions, at a significantly lower cost to our clients. 


We stand for value, unbiased advice, and quality personal service.  
We work with you, for you.

Travel Insurance Plans

Choose the travel plan that’s right for you. Get help covering unexpected travel expenses. Get help with medical expenses when studying away from home, or help cover emergency medical expenses.

Get a Free Quote or Apply Online

Comprehensive Insurance Plans

Life moves quickly. Your insurance coverage needs to keep up. In this ever-changing world, having the right coverage is crucial. Luckily, we make it simple with insurance plans that are easy to understand and easy to buy. 

Get a Free Quote or Apply Online




Meet the team

Bob Chick, MBA, CIM, FCSI Photo

Bob Chick, MBA, CIM, FCSI

Senior Investment Advisor

Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Telephone: 905 378-1173
bob.chick@manulifesecurities.ca 

Bob Chick is an Senior Investment Advisor with Manulife Wealth Inc.. He holds the CIM® Canadian Investment Manager and FCSI® Fellow of the Canadian Securities Institute designations – the Canadian Securities Institute’s highest designation. Bob is also a graduate of McMaster University’s Master of Business Administration (MBA) program.

Early in his career, Bob was employed in the personnel and labour relations department of a large Hamilton steel manufacturer. There he enjoyed involvement in management of the firm’s pension plan as well as providing retirement advice for employees. In 1997 Bob made the decision to focus entirely on serving private clients and joined a national bank–owned brokerage firm. Since then, Bob has spent 20 years creating enduring relationships and preserving wealth for his clients. In addition, Bob served two and half of these years as a Branch Manager, and was also one of select group of advisors lisenced to invest for his clients on a discretionary basis.

What sets Bob apart is his commitment to providing personalized unbiased advice together with full transparency and direct client access.  Bob joined Manulife Wealth Inc. in June of 2015. -- Manulife Wealth Inc. operates in a manner such that advisors are free to source products from most Fund, Bank, and Insurance companies.  This independence ensures clients receive the unbiased advice and investment choices that are in their best interest.

Bob is married and has lived in Grimsby Ontario for over 20 years. He and his wife are the proud parents of two university age “children”.  The entire family are avid travelers.  When relaxing, Bob also enjoys walking his dog, reading, martial arts, and scuba diving.  

With you. For you.

Robert Chick Wealth Management has constructed four proprietary investment portfolios (Bond, US Equity, Canadian Equity, and Dividend).
For further information, including whether these portfolios, alone or in combination, are right for you, please contact us directly.


Investment & Asset Management

  • Goal setting and Required Rate of Return
  • Asset allocation based on personal goals and objectives
  • Ensuring investment selection is inline with goals & risk tolerance
  • Tax efficiency of Investments
  • Fee Analysis
  • Continuous Monitoring and goal checks

Estate Planning  

  • Legacy Planning
  • Inheritance
  • Intergenerational transfers
  • Estate Bond
  • Gifting to children
  • Trusts
  • Charitable donations

**Some Estate Planning strategies may require the involvement of a legal professional.

Tax Minimization Strategies

  • Tax efficiency of investments
  • Tax deferral
  • Tax conversion
  • Passing assets through your estate
  • Income splitting
  • Intergenerational transfer

**Tax minimization strategies abide by rules set forth by the CRA and may require us to work along side a Chartered Accountant.

Retirement Planning

  • Retirement Income Projection and Analysis 
  • Pension Analysis
  • Severance
  • TFSA or RSP ?
  • Goal Setting
  • CPP and OAS Analysis

Corporations and Businesses

  • Business Risk Management
  • Investment and Asset Management
  • Group RSP
  • Tax Efficiency of Business Income
  • Group Benefits

Risk Management & Needs Coverage

  • Income protection
  • Asset protection
  • Family protection
  • Estate protection
  • Travel Insurance


Other

  • Capital Needs and Cash Flow Analysis 
  • Education Planning     
  • Short term goal planning 
  • Debt Management
  • Beneficiary audit


Contact Us

For your convenience, send a message with the form below or call today!

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