Andrew Tricomi

Andrew Tricomi, CFP, B.A. Econ

Certified Financial Planner
Investment Representative

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.

Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 


View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”

Recent Posts

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....

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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....

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Dividend investing

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....

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