Andrew Tricomi

Andrew Tricomi, CFP, B.A. Econ

Family Wealth Advisor
Lead Financial Planner & Investment Representative

ABOUT ANDREW AND HIS VALUES

As the lead financial planner and main point of contact for all clients, my vision is to be a trusted partner for our clients in their journey toward their ultimate financial goals. My purpose is to inform and educate our clients and to guide proper recommendations so clients can be in the best position to make important financial decisions throughout their life.

As an independent financial planner and family wealth advisor, I work directly for my clients and their family members. I allow myself to be the main point of contact so that I can help simplify a client's financial affairs.

I have a strong interest in tax and estate planning, as well as managing individual and corporate investments for client families. We provide evidence-based research in our investment approach to compliment a transparent and fiduciary experience for all clients we work with.

Our financial planning approach focuses on collaboration with other financial and legal professionals that are experts in their fields to drive the best client outcomes. We enjoy being a key resource for our clients with the different relationships our clients benefit from.

BACKGROUND

After Andrew graduated from Carleton University in 2015 in Financial Economics, he had a keen interest in becoming an entrepreneur. Andrew decided to first seek different finance related roles that could develop him with the necessary skills and working experience before deciding his path forward.

Andrew's first job was working at a bank as a front end advisor and customer service representative. This was a client facing role which was enjoyable as it revolved around servicing and catering to client needs. As Andrew progressed his skills at the bank, he landed a role working in the public sector, at the Financial Consumer Agency of Canada (FCAC). Working at the FCAC in their financial literacy division allowed Andrew to assist Canadians to help develop their financial literacy by providing content that people around the country would have access to and working directly with the financial literacy leader.

As Andrew become more aware, he realized there was a big need for Canadians to rely on advisors to provide financial knowledge which got him back into a client facing role as an independent financial advisor. Andrew started working as a self employed financial security advisor in 2017, back then at London Life in their Freedom 55 Financial division. Andrew became a sole proprietor in 2021 and works with a diverse group of clientele as he very much enjoys to serve.

Andrew serves as "vice-president" for the Stittsville Business Association (SBA) where he is keen on growing relationships and support for local business owners.

On a personal level, Andrew is a very active individual and loves to play hockey, football, golf and soccer. He also enjoys traveling and trying new restaurants in town.