Andrew Tricomi, CFP®, B.A. Econ

Family Wealth Advisor
Lead Financial Planner & Investment Representative

 

About Andrew and His Values

As an independent financial planner, my vision is to be a trusted resource partner for our clients in their journey towards their desired financial and personal outcomes. My purpose is to inspire, coach, and educate our clients so they are in the best position to make important financial decisions throughout their lives. 

Being independent but backed by one of Canada's largest financial institutions, 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. The benefit of working with an independent broker for both investment and insurance products is having unbiased advice with a personal touch for your planning.

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

Our financial planning approach focuses on collaboration with different financial, tax, and legal professionals who are experts in their fields to optimize client outcomes and advice given. We enjoy being a key resource for our clients with many working relationships that our clients benefit from being introduced to.

Andrew Tricomi

Andrew Tricomi, CFP, B.A. Econ

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.