Andrew Tricomi

Andrew Tricomi, CFP, B.A. Econ

Family Wealth Advisor
Financial Planner & Investment Representative

 

ABOUT ANDREW

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

 

The motive behind my role is to help professionals, families, and business owners achieve their desired goals and dreams by establishing and maintaining a fulfilling long-term fiduciary relationship built on trust. I enjoy working with clients in the areas of investing and cash flow management, income planning for retirement, tax and estate planning, insurance for both individuals and business owners and developing group benefit and pension plans for businesses.

 

I have access to a range of different investment and insurance solutions that will best accommodate a clients unique circumstances to their financial plan. I strive to deliver a high level of service and continuous work with my clients which ensures you will always be guided the most appropriate way to achieve your goals.

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.