Andrew Tricomi, CFP, B.A. Econ
Certified Financial Planner
I partner with various leading and globally recognized financial institutions, insurance companies and investment management firms to help provide the right solutions and outcomes. I supply uniquely tailored advice and consulting that fully benefits my clients.
The motive behind my role is to help professionals, families and business owners achieve their desired goals and dreams. My process consists of first understanding your financial and personal needs and then delivering a sophisticated, result driven financial plan, that will lead you to success. I strive to deliver a high level of service and continuous work with my clients which ensures they will always be guided the most appropriate way to achieve their goals.
On top of the strong relationships and ongoing commitments I make to my clients, I provide expert knowledge and advice from specialists who work alongside myself, my clients and their working team of professionals. The specialists and experts I consult with are in regards to tax accountants and estate planners, private wealth counselling, insurance specialists, banking/mortgages and more.
Insurance basics for kids
Nov 30, 2023 - Canada Life
Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....Read more
Investing basics for kids
Nov 28, 2023 - Canada Life
It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....Read more
Nov 27, 2023 - Canada Life
To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....Read more
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