Who We Are

We are an independent wealth management office, offering full-service financial planning, asset management, investing and insurance. We enjoy enabling our clients to grow and safeguard all areas of their personal and family wealth, connecting long-term financial and life aspirations. 

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How We Do It

Our clients seek an ongoing partnership and expertise in financial coaching, advising, and managing family investments for their life journey. We educate and support our clients in all areas of their financial picture and can expect full transparency for a lifelong trusted relationship, as a fiduciary.

We work our craft to instill positive habits that can build on money management skills and understand the financial psychology behind it.

 

Client resource hub - Educational content / calculators and financial planning software

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Planworth client planning tool

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Calculators and useful articles

My Blog Posts

Income attribution rules
May 2, 2024 - Andrew Tricomi

Canada's tax system incentivizes individuals to transfer their investment assets to family members with lower incomes in order to reduce their tax burden. The benefits of doing so have grown over the last ten years,.

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Alternative strategies for tax sheltered financial planning
April 23, 2024 - Andrew Tricomi

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A RECENT INTERVIEW WITH ANDREW TRICOMI ON BECOMING AN ENTREPRENEUR AND GROWING HIS BUSINESS
April 11, 2024 - Andrew Tricomi

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Attributes of a great financial advisor
April 11, 2024 - Andrew Tricomi

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Contact

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Events

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Planning Your Life as a Business Owner: Part 2

Event date and time from Nov 26, 2024 12:00 PM Eastern Standard Time to Nov 26, 2024 01:10 PM Eastern Standard TimeNov 26, 2024 12:00 PM Eastern Standard Time - Nov 26, 2024 01:10 PM Eastern Standard Time

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Webinar Series: Planning Your Life as a Business Owner, Part 2

 

Presented by the Stittsville Business Association in collaboration with Mann Lawyers LLP

 

Join us and our VP, Andrew Tricomi, for the second part of this valuable webinar series designed for business owners and professionals. In this session, we will cover crucial topics to help you plan for unexpected events, including shareholders’ agreements, wills, estates, and more.

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Planning your life as a business owner: Part 1

Event date and time from May 29, 2024 12:00 PM Eastern Daylight Time to May 29, 2024 01:10 PM Eastern Daylight TimeMay 29, 2024 12:00 PM Eastern Daylight Time - May 29, 2024 01:10 PM Eastern Daylight Time

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We are so excited to announce our NEW webinar series: Planning Your Life as a Business Owner! Join us for Part 1 on May 29th, with industry experts where we'll delve into essential topics like financial planning and family law. But wait, there's more! Stay tuned for Parts 2 and 3 later this year, focusing on estate planning and corporate strategies. Don't miss this opportunity to gain invaluable insights for your entrepreneurial journey! Register on Eventbrite to secure your spot!

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